Who We Serve

Families of wealth and business face significant complexity which, if not addressed, greatly increases their risk of failure.

We work exclusively with families who have built substantial wealth and who want a successful transition of responsibility to the next generation. All of our clients recognise that their long term financial success depends on establishing a cohesive, well functioning family.

We take a highly relational approach and ask soul searching questions of the entire family. It's a journey which requires members to be willing to learn and be receptive to change.

Our clients typically identify with one or more of the following:

You have experienced a liquidity event and need a clear vision for what’s next for you and your family.
You sense that your family is heading in the wrong direction if it is to flourish for generations to come.
You want to prepare your family for the complexities and responsibilities of wealth from a young age.
You’re worried that when you are gone your business and wealth will cause tension which leads to family breakdown.
You’re preparing to welcome in-laws.
You're asking questions like "what's my greater purpose?", "what's the purpose of our wealth?", "how will I be remembered?"
You are concerned that your children or grandchildren have lost touch with the values which drove your success - they have skipped over the "struggles which strengthen character".
Younger generations are struggling to find their purpose and to become independent.
You're ready to hand responsibility to your children but you're not sure where to start.

“I wanted to thank you profusely for the workshop. You led and managed the workshop beautifully. My kids seem transformed after the workshop. They have a more humble and holistic approach to wealth. They understand more about the family business, its origins and its purpose. The kids have started to have a semblance of a sense of belonging and identity within the family from a common purpose / mission / wealth / dream / “where could I fit in” perspective. Very importantly, they understand that wealth must be preserved and not plundered. I think your 1st-2nd-3rd gen slide was a wake-up call for them. They were treated like adults and their voice was heard. The kids keep asking me when is the next workshop! Thank you once again.”

Naila Rahim, Galana Group, United Arab Emirates

How resilient is your family?

Give yourself a score out of 10 for each question (1 is the lowest and 10 is the highest). Before sharing your responses, ask other family members to do the same and see how your scores compare.  Discuss your responses paying particular attention to where there are low scores or where the alignment is poor. Listen well to each other and resist the urge to defend.

  1. We view wealth as a tool, not a goal. Our purpose goes beyond building a business.
  2. We have clear family values that define who we are and not just what we do.
  3. We are generous and socially minded beyond the family.
  4. We can make decisions of consequence together.
  5. We are open and honest about our feelings, connecting deeply rather than superficially.
  6. We trust and respect each other, rather than doubt each other’s motives.
  7. We address painful topics and differing views constructively, rather than ignoring them.
  8. We enjoy life and have fun together, rather than only discuss business and our portfolio.
  9. Family members feel they belong and are accepted unconditionally.
  10. We prepare younger generations to understand the challenges and opportunities that come with wealth and to pursue their chosen path - within or outside the family business.