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executive advisors
We build leaders' effectiveness
Power and asset transference decisions are based upon personal and family histories, and values of the family's leaders. Next generation’s members often think of their inheritance as the family's tangible assets they anticipate receiving.
Frequently the next generation’s members have emotional needs and wants that can impact their expectations of the asset distribution. These expectations may or may not be realistic.
We coach families to participate compatibly in multi-generational and multi-family situations. Leaders are guided to share the practice and meaning of their social-emotional legacy with their families.
FAMILY WEALTH TRANSFERENCE
The psychological intricacies interwoven with the actual distribution of tangible assets have an enormous impact on future relationships among the offspring, the identity and self-esteem of family members, and the continuity of the family's legacy.
