The foundations for a flourishing family are cohesion around values, clear communication, and trust. Focusing on governance & education enables families to build cohesion, successfully progress from generation to generation, and realize their unique potential as a family and individuals. Specific services include:

 

•    Family Constitution Drafting
•    Family Strategic Planning & Risk Assessment
•    Family Decision Making Strategies
•    Education Strategy & Planning
•    Development of Educational Plans
•    Trustee and Beneficiary Development
•    Next Generation Engagement
•    Family Meeting Presentations