The Flourishing Family Model

We build family resilience in order to manage wealth across generations.

We take a holistic approach to strengthen the capacity of families as they effectively manage wealth over successive generations.

Our Flourishing Family Model defines what every wealthy family needs to flourish. At Plenitude Partners, we guide you through each aspect, tailoring our approach to your family's needs and drawing on a network of specialist advisors, including your existing providers. We ensure an integrated and seamless experience.
The Flourishing Family Model

Align resources with your purpose

To deliver more of what matters to your family.

Strengthen the family

Resilience and trust to deliver better governance and decision making.

Create a unifying purpose

A reason other than wealth to 'pull together'

Prepare family members

Build Character and Competence
Read more

Flourishing Family Model unpacked

Align investments with purpose

Your portfolio should deliver "meaning dividends" and not just financial returns. What is the greater purpose which your economic assets serve? This will be an expression of the purpose and values you share as a family.

Working with your trusted advisors and other specialists as required we help:
  • Articulate your objectives to guide your executive and wealth managers
  • Resolve family tension regarding investment decisions
  • Develop your impact vision and objectives to guide your social impact and philanthropic strategy

Learn more: “The power of one” –  a workshop to explore how family unity helps long term wealth creation and preservation and how to address the forces which divide families.

“Surplus wealth is a sacred trust which its possessor is bound to administer in his lifetime for the good of the community.”

Andrew Carnegie, US

Creating a unifying purpose

Successful families need to share a "why", a deeper reason (other than just building wealth) for your family to pull together and remain united. It is expressed in your purpose, values and legacy. Through family retreats and workshops to help you:
  • Articulate your family values, purpose and the wisdom on which your family has been established
  • Guide family members to discover their personal passion and to articulate individual purpose statements
  • Develop the guiding principles and practices your family will adopt to preserve purpose and values from one generation to the next

Learn more: “Find your why” – a workshop to explore individual and family purpose and values.

“The only question with wealth is, what do you do with it?”

John D Rockefeller, US

Strengthen the family unit

Families must work together as a social unit to manage and transition wealth. This involves creating governance structures which are based on trust and familial bonds more than a reliance on structures, policies and rules.
  • Family dynamics: activities and skills to build community, improve communication, bring the best out of each other and resolve conflict
  • Family leadership and decision-making processes
  • Establishing formal governance structures and documents including a family council and family constitution or charter
  • Succession planning and transition management

Learn more: “The power of one” –  a workshop to explore how family unity helps long term wealth creation and preservation and how to address the forces which divide families.

“You will never truly understand your relatives until you have to share an inheritance.”

Mark Twain

Preparing family members

It's essential that family education develops both character and competence. Family members should be prepared to succeed in life and not just business. Education should be holistic and delivered through workshops, internships, coaching and life shaping experiences. We emphasise:
  • Develop an ‘Our family’ education toolkit and playbook
  • Teach NextGen family members core stewardship principles
  • Prepare personal mission plans and tailored coaching support
  • Assist family members to create a personal giving plan

Learn more: “Real Wealth” – a workshop which explores spiritual, character and material wealth and the concept of stewardship.

“Be careful to leave your sons (and daughters) well instructed rather than rich, for the hopes of the instructed are better than the wealth of the ignorant.”

Epictetus, Greece