Many families of wealth successfully address the issues that impact them throughout the lifecycle of their family and their wealth.

Working alongside families to manage these complex changes, we facilitate the often-sensitive discussions with clear frameworks and processes.  This approach lets us co-create solutions and outcomes that are aligned to each unique family.

How can we help

Family dynamics

We establish a process that supports healthy interactions among family members.  We provide communication frameworks and conflict management support to foster family cohesion, culture and values.

Transition and continuity planning

We support the entire planning process when it comes to succession of leadership and/or management, as well as transition of ownership, ensuring continuity and family wealth. We provide individual and collective alignment around a clear, shared purpose.

Learning and development

We offer learning opportunities that support needed skills development for the entire family, as well as bespoke development plans for individuals to foster readiness for future roles.


We engage in a thorough review and help establish or improve effective governance in a plan designed to support meaningful and effective decision making.

Family council advisory

We review and/or develop governance structures at the overlap of family, business and ownership, such as family councils, boards of directors, advisory boards and ownership councils. Primary areas of focus include: roles, structures, evaluation, compensation, and frameworks.

Meeting facilitation

We plan and organize meaningful family meetings and/or family retreats, which can include such areas of focus as agenda development, facilitation services and customized programming.

Next Generation development

It is crucial for the next generation to have clear career development paths irrespective of their roles in the family enterprise. 

We develop tailor-made and outcome-based training and development programs for groups or individuals of the next generation.

Asset protection and succession

Protecting your family wealth and establishing a lasting legacy requires a multi-disciplined approach, which often involves legal, tax, wealth structuring and family governance. Our multi-disciplinary team can help you design a tailor-made succession and asset protection plan to help you achieve your long-term goals.