Questions That Might Be On Your Mind
- How can I help promote the values that helped create my wealth to the rest of my family?
- How can my family feel more “connected” without losing our individualism and independence?
- How can I put a structure in place that avoids creating a perception of entitlement within my younger generations while improving the likelihood that our wealth will be sustainable through time?
- What can my family do today to help us work together harmoniously into the future?
A family that communicates and collaborates with each other should consider itself a success regardless of its financial status. But for wealthy families, these attributes are even more valuable, as they can minimize the risk of future family conflict and increase the sustainability of wealth.
We help your family explore values and develop a shared mission, celebrate your unique family history, create a system of decision-making and accountability, and conduct purposeful family meetings, all with the goal of creating connectivity within your family that will last generations.
Our work related to your family’s governance structure can be customized to focus on the specific challenges you face, and might include:
- A discovery process to understand your history and objectives, collectively and individually.
- Facilitating a self-assessment where you identify the current strengths and challenges your family faces.
- A group visioning exercise to understand your family’s aspirations.
- Developing a formal decision-making body for shared family assets.
- Creating a structure for successful family meetings.
- Documenting and celebrating your unique family stories.
As important as the financial aspects of wealth are the values that wealth represents. Our collaborative approach of working with families to help pass on both the legacy values and wealth supports a cohesive, successful family for future generations.
Adele SobieszczanskiExecutive Vice President and Family Wealth Strategist Get to know our team
