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