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In the ME phase we begin with understanding each family member, helping them develop self-awareness and to consider their future in the family, the business or elsewhere.
In the WE phase we bring the family together to build communication skills, and to foster deeper trust which is underpinned by shared values and a healthy culture.
In the WHERE phase we focus on clarifying vision and purpose for individuals, each branch and the family collectively. This includes deciding your impact objectives and articulating the legacy you wish to create. In this phase it is essential to understand and accommodate both individual and collective aspirations otherwise the process fails.
Finally, we work on HOW to achieve your goals which involves family governance matters, estate planning, succession planning and more. In this phase we work closely with your specialist advisors so that they are aligned together in their efforts to achieve your objectives.
The ME, WE, WHERE, HOW process is unique and truly transformative. It strengthens families to be more resilient and equips each family member to flourish.
“Our family business is one of the largest family owned businesses in the United Kingdom employing over 8500 people across Europe. We are a three-generation family and have been working on a succession plan in preparation for our founder to step down from leadership and for the next generation to begin stepping up.
We engaged Andrew Doust, Plenitude Partners, to support and advise us through this process. He worked intensively with each generation of the family including the younger generation most of whom are aged in their 20’s. Andrew’s structured process brought the different generations and branches together to create a shared family purpose and values. He guided G1 and G2 through extremely sensitive conversations and helped us find a path forward where we had previously felt stuck.
He developed an education framework and program to prepare younger members for the challenges and responsibilities of wealth and business and worked with them to create Personal Development Plans so that each person has clear growth objectives and an annual plan to achieve their goals.
Since completing the process, our family enjoys greater trust, cohesion and improved communication. Our leadership transition is well underway and we feel extremely optimistic that our future is secure.”
We design bespoke educational programs based on a comprehensive needs assessment. Our holistic approach, delivered through workshops and coaching, helps develop character, build competence, and instil commitment in younger generations.
Before discussing family purpose and vision, we ensure that each member has reflected on their own personal goals and values. This allows them to articulate what they want from—and for—the family, and to collaboratively shape a shared vision for the future.
Through assessments and coaching, we support each family member in uncovering their unique gifts and passions, and guide them in applying these in and beyond the family.
We offer specialised education sessions and workshops to equip parents to raise their children in the context of wealth. We also provide programs for teenagers and young adults to address many of the common challenges of growing up in a family of wealth.
We create a family culture where taking risks and learning through failure are seen as essential to growth. Our educational experiences focus on character development, including survival challenges, adventure-based learning, venture capital labs, and more.
