Services Provided

  • Assessment of individual and family dynamics / needs

  • Intensive weekend family meetings aimed at efficiently getting to the origins and some possible solutions to the presenting issues

  • On-going family meetings of particular individuals or family groups i.e. next generation siblings/cousins, specific parent adult child pairings or couples working together

  • Mentoring and coaching of individual family members concerning their positioning and performance within the family business

  • Facilitating educational meetings for families around such issues as life-cycle development, raising children of wealth, couple issues within family business, blocks to effective family communication

  • Facilitating value clarification, mission statement and legacy meetings for multigenerational families gatherings

  • Facilitating next generation meetings for sibling and cousin groups around the emotional, developmental and social issues they face

  • Aiding in the discussion of wealth between family members and with their advisors

  • Supervisory consulting to financial advisors and estate planners working with families and family businesses

  • Partnership and Professional Practice Consulting