Family Governance

Continuity of Care for Generations

What we do:

We work with affluent families and their family offices to help children and young adults understand their roles and responsibilities as outlined in their family governance charter or constitution.

Our Commitment:

We are committed to helping family offices:

• Onboard the next generation in understanding that money is only a vehicle.  It will take you where you want to go but not replace you as the driver behind the wheel.
• Communicate family governance guidelines, framework, and guardrails.

Our Programs:

• Workshops and retreats
• Simulations and real-life case studies
• Life coaching