Building strategic financial devices to efficiently manage all assets and investments owned by the family.
Establishing institutions for managing family wealth that aligns with your family’s vision, values, and traditions (constitution, treaty, family board, etc.)
Development of personal assets and discovery of strengths of the entire family (interpersonal skills, habits, behaviors, attitudes, beliefs, and vocation).
Nurturing a healthy and proactive relationship among all family members (dealing with money, strengthening mental fortitude, and managing personal and family conflicts).
Transforming your family’s financial experience into a legacy based on personal and business insights accumulated over the years, such as management methods, business values, and leadership skills.
Establishing circles of influence and philanthropy according to your family values; translating money from individual power to transformative power to create social impact.