Who We Serve

Guiding Individuals and Families, and Organizations through Heartfelt Conversations into Meaningful Action

Multi GenerationsBelow is a brief overview of the work we do. Please delve deeper into the website for more information.

Individuals

What are you waiting for? Is it time to Create the Life You Want? Have you had an aching desire to become clearer about who you are and what you want out of life? Do you sorta-kinda know, yet lack motivation and direction? If you’re ready to take YOU, your relationship, your business or your career to the next level, then let’s turn those stumbling blocks into stepping-stones. We provide the coaching, mentoring, tools and accountability to enable you to live a more meaningful life.
For more information visit: Create the Life You Want

 

Family Dynamics

Couples and Families are made up of intricate and interlocking Family and Relationship Systems. Unlocking those systems so that family members can learn new ways of working and being with each other is the magic of understanding your family’s unique Family Dynamics.
For more information visit: Family and Relationship Systems

The other big question posed to us is, “How do we make the Pre-Prenuptial process easier?” Sometimes it feels as if love = money. How do we change that dynamic, and help the couple get what they both ultimately need?

Our expertise is in building individuals, couples, and families human, social, spiritual and intellectual capitals so that their financial capital can become a solid platform on which to support them and their dreams and aspirations.
For more information visit: Dynamics of Family Wealth

 

High Net Worth Households

For those who are privileged, the impact of money for Ultra and High Net Worth Individuals and Families can be particularly complex as the history of wealth and money brings with them a unique set of issues that affect almost every aspect of an individual’s and family’s life.
For more information visit: Dynamics of Family Wealth

 

Next Generation

For many Next Generation (aka Rising Generation) inheritors, coming to terms with the meaning of inheritance and money can be a confusing experience. The first time many hear about their inheritance is equivalent to having a boulder or meteor dropped onto them. They hear they have a responsibility, yet the weight of responsibility can be crushing, and the adolescent knowledge can be paralyzing. Who are they now as owners of significant wealth?
For more information visit: Rising/Next Generation

 

Family Business

The Family Enterprise/Business are unique entities of their own. What role do family members have in the business? What relationship do they have with other owners of the business (who are not members of the family), or with employees of the company? The smooth transition of power, as well as training and integration of the Rising/Next Generation is not to be taken lightly.
For more information visit: Family Business

 

Philanthropy

How do you make your Giving and Family Philanthropy meaningful, impactful and joyful? Thoughtful Giving provides tremendous opportunities for families to begin engaging the next generation, to provide them with real life learning about decision-making, evaluation, and finance. “How” you begin to engage and educate your Rising Generation is the key to ensuring the participation and success of this venture.
For more information visit: Thoughtful Giving

 

Non-Profits

Research has shown that High Net Worth Families (of all generations) believe in the importance of volunteering. Many serve on the Boards of their favorite non-profits. In order to ensure their success, and to move the needle of positive impact, the Non-Profits we support find themselves in need of Strategic Planning and Strategic Philanthropy and Fundraising Plans.
For more information visit: Strategic Planning

 

Professional Advisors

The work we do compliments the very necessary and important work of our Professional Advisors (financial, investors, legal, estate planning). The most common issue posed to us by Trustees is, “Now that we have all the financial and legal documents, help us understand ‘how’ to make the difficult decisions. ‘How’ do we help the Next Generation grow into happy and productive people, instead of entitled and uninspired?”

The other big question posed to us is, “How do we make the Pre-Prenuptial process easier?” Sometimes it feels as if love = money. How do we change that dynamic, and help the couple get what they both ultimately need?

Our expertise is in building individuals, couples, and families human, social, spiritual and intellectual capitals so that their financial capital can become a solid platform on which to support them and their dreams and aspirations.
For more information visit: Dynamics of Family Wealth