Financial and Investment Management
Encompassing all activities managing the financial, real estate, collectible, equity, investments, and other assets that form the financial wealth of the family, including tax planning and management related to managing those assets.
Estate Planning and Legal Issues
Encompassing all activities managing the estate planning, trusts, family law, and family litigation activities and needs of the family, including the tax planning and management pertaining to wealth transfer as well as the legal aspects of financial management within and across jurisdictions.
Social Impact and Philanthropy
Encompassing the financial and nonfinancial charitable, philanthropic, social impact, and community activities of the family, including foundations and other vehicles by which families may choose to create impact in the world based on their values and goals.
Encompassing family risk education and management practices related to board or trustee roles, reputational risk, staff management, family/residential/cyber security, emergency preparedness, risks of high-value assets of residences/ collections/ aviation /luxury yachts, and holistic insurance strategy.
Governance and Decision-making
Encompassing the family’s structures and processes in managing itself within and across generations, including decision-making in any family enterprise that may be present.
Leadership Development and Transition Planning
Encompassing the family’s planning and activities for fostering, supporting, and assuring continuity across time for the leaders of the family and any family enterprise that may be present.
Learning, Development, and the Rising Generation
Encompassing the personal, family enterprise, and family system activities that foster, support, and educate family members at all life stages, accounting for learning styles, decision-making roles, and positions within family, ownership, and business relationships.
Encompassing the personal and family strengths, challenges, communication needs, and conflict management strategies related to the family, its relationships, and wealth.
Health and Well-Being
Encompassing the intersection of physical, mental, and spiritual health, wellness, disability, and resilience with the complexities of wealth and the family system.
Encompassing the many generalist, cross-domain activities and needs of the family pervading all interactions with its various advisors and advisory teams, including the quality of the communication, relationship, collaboration, and integration services beneficial to the family.