Differentiating Character Attributes of Our Success
Deep Conflict Resolution Skills
We serve the market in a unique way. We entered this market out of demand for our conflict resolution services and their application to the periodic dysfunction of high net worth families. Many, if not most professional services firms in this space do not have the skills or dispute resolution experience to manage the family dynamics of wealthy families. Often these dynamics disrupt the continuation of wealth to future generations. We are experts in the assessment and resolution of disputes and the dysfunctions that can negatively affect wealthy families. We are mission-driven to deliver the family’s vision of success.
Relationship Management as a Focus
We help not just the families, but also the professionals who serve them. Family dynamics can interfere with the professional support that high net worth families seek from their trusted advisors.
In short, sometimes the goose, if not the golden eggs are in danger, and on occasion, the very relationships of the trusted family advisors. That’s where we come in.
As trusted third parties to both the families and professional, we help family advisors retain and enable healthy relationships with their clients and further leverage their expertise for the needs and interests of the family. We help support the trusted advisors who surround the family, enhance key relationships and collaboratively orchestrate on behalf of the needs and interests of the family.
Our Integrity is Unrelenting
Our deep skills in conflict resolution are differentiating, but our integrity is defining. We do not judge or evaluate the families, family members or their life styles. We honor diversity and that change is normal, healthy, and a part of the lifecycle of any family.
We understand the business of wealth, the business of family, and the human dimensions of intra-family dynamics. The confidence and trust our clients express in who we are as people, and why we care is the hallmark of our effectiveness. Clients “let us in” and we provide confidentiality, tough love where necessary, and an intelligent process to orchestrate the continued success of the family. The transition of high net worth families is about more than the continuity of propagating wealth. Family transition is about the progression of family success, family legacy and the sustainable, elective social or cultural activism chosen by the family. We create a vision of family success, and help problem solve the gaps.
