We turn them into the rules your family can live by, even when you are no longer in the room.
How the family decides: where, how often, and what happens when you don't agree.
Who leads, when they step aside, and what they keep. Who joins the business, family and in-laws alike, how they're measured and how they grow.
Who will own what, and how they're prepared for it. And if an offer comes in, we're on your side through closing, or through deciding not to sell.
An agreement lives or dies by the conversations that sustain it.
That's why we stay: on the family council, on the board, and, once the estate is in order, in the rules that govern its family office.
We listen first: a diagnostic, then one-on-one and joint interviews. Only then is the first rule written.
Eleven questions offer a first look. They don't diagnose anything; they show whether there's a gap between generations.
If you're part of the next generation, it's a way to open the conversation without having to open it yourself.
Our job is to make sure they move together.
Previously at Merrill Lynch in New York, and CFO in real estate, financial services and telecommunications. Board member and advisor to business families.
Board member of a leading print media group. Experience in agribusiness, financial services and distilling. Board member of companies in Mexico, Oceania and the United States.
We do not grow by adding families. We grow with them.