FAMILY HISTORY AND ADVISORY
For families and family enterprises in transition, legacy is about more than wealth. It is the story of the values and life lessons that guide them.
Unlike traditional family business advisors or wealth managers, we delve into your history—the shared experience and emotional bonds that define you as a family—to capture and codify the core values that have enabled your success. Then we devise communications strategies designed to make each generation feel invested in the larger story that you will write together.
At the same time, we also know that family history is not about the past; it’s about the future. That’s why we approach every family’s story as a source of strategic lessons that will shape choices about succession, ownership, governance, philanthropy, and wealth transfer.
As we do, we draw on our deep knowledge of family systems as well as the latest academic research from our affiliated members of the Family Business Centre at EDHEC Business School in Paris and Lille.
Cultivate an ethic of stewardship.
Instill in the next generation an appreciation for what came before while empowering them to build their own legacy.
Manage through opportunity and adversity.
Prevent botched strategies or failed successions by leveraging insights from a unique, multi-generational experience.
Avoid emotional "messiness".
Master family emotions by understanding how they have grown up over time and in context, and how they can be turned to advantage.
WHAT WE DO
RELATED CASE STUDIES