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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
