The Family

The Family

Each family is a world unto itself
One of the key steps to a successful process is to establish a united front and ensure that everyone is on board. We work together with all family members, finding the right language to speak to each member in order to discover their hopes, aspirations, and fears. Then, along with the decision-makers, we weave the relevant information into the master plan and focus on bringing everyone on board, working in harmony to ensure a legacy that lasts.

Each family is
a world unto itself

We believe that each family is a unique entity with its own needs and aspirations. The solutions we offer our clients are individually and specifically tailored to their requirements. Our first step is to hear your family’s dilemmas, draw conclusions about immediate and long-term needs, and define the purpose of the process while proposing an initial framework for action.

Our next step is to examine the gap between the current and the desired reality. We do so by learning your family’s needs and wants along with a meticulous process of financial and behavioral data collection. Based on our findings we build a customized strategic plan to fit your family’s lifestyle and personal values. We then embark on a practical process of implementing the strategy and fulfilling the family’s vision as we continue to monitor the progress over time and discuss new concerns and needs as they arise.

Building an inventive strategy is one thing. Executing it and ensuring it is implemented in the most practical and effective way for your family is quite another. Our clients benefit from accompaniment throughout the entire process, as we take them by the hand and guide them step by step from beginning to end. This is our way of ensuring that the creative strategy we have designed for you will actually take shape and become a reality for your family.
One of the key steps to a successful process is to establish a united front and ensure that everyone is on board. We work together with all family members, finding the right language to speak to each member in order to discover their hopes, aspirations, and fears. Then, along with the decision-makers, we weave the relevant information into the master plan and focus on bringing everyone on board, working in harmony to ensure a legacy that lasts.

How we do it

"WHY"
the"WHY"
Clarify Vision &
Define Needs
"WHAT"
the"WHAT"
Design Custom-
Made Strategy
"HOW"
the"HOW"
Execution, Monitoring & Control

Strategic Wealth Management & Intergenerational Transfer

Designing a Strategic Plan for Managing the Family's Capital
We construct a strategic financial plan to serve the family in the short, medium, and long-term future. We do so by clarifying the existing financial situation, defining and fine-tuning the family’s desires including the financial implications they entail. We then present the family with the simulation of the strategic plan, discuss various options for success, and make decisions for implementation while integrating financial and emotional considerations.
Construction and Maintenance of the Home Finance System
We treat the house like an organization that comprises various departments: finance, management, personnel, acquisitions, logistics, computing, security, maintenance, etc. In order to implement the strategic plan, it is essential to construct simple control tools for the family: a detailed annual budget, financial audit reports, and “scoreboards” for control and supervision, in addition to streamlined interaction with all financial service providers (insurances, legal protections, loans, savings, liquid funds, credit cards, bank accounts, manpower, etc.).
Synchronization between the Family’s Financial Advisors
We act as the trusted advisor for the family as we provide objective and impartial advice while we bring all of the family’s consultants together. We create a common language and oversee the synchronization between them all: accountants, tax consultants, investment managers, family offices, commercial lawyers, family lawyers, real estate consultants, mortgage consultants, pension consultants, trustees, etc. We connect them to the family’s financial agenda and ensure that the family’s capital is managed in accordance with the family’s values and needs in the short and long term.
Improving Family Communication & Conflict Resolution
We know that healthy familial relationships are crucial to productive financial management. Our aim is to lead your family to conduct discourse that is safe, respectful, and honest thus promoting and enhancing the feeling of belonging and close-knit family alliance. We do so by empowering individuals with intuitive life skills while alleviating conflict, stress, and anxiety within the family’s financial and general space.
Establishment of Family Board, Management Institutions, and Forums
A family is a dynamic entity that changes and evolves over time. That’s why it is important to examine the changes and make different, and sometimes new decisions to adjust to its new requirements. To ensure these new decisions are in line with the overall family’s agenda, we produce an "economic regulation for the family" - a set of agreements that guides and provides the family with effective decision-making at every financial intersection on a daily, monthly, and yearly basis.
Building an Intergenerational Transfer Strategy & Multi-Year Implementation Plan
This includes an in-depth acquaintance with all members of the family and simulation of future needs and desires; establishment of governance and family constitution principles; management of multi-generational financial communication; accessing and interpreting information; and mentoring for shareholders, decision-makers, and any other family members with challenges and dilemmas that arise as part of the process.
Developing and Promoting Human Capital
In the family, one person's success is everyone's success. We offer personalized mentoring for any family member who would like to acquire the relevant skills to manage their individual needs, based on the family’s financial agenda. Through individual coaching sessions which balance between insight and action, we define goals and a personal vision, overcome individual challenges and dilemmas, and focus on finding solutions.
Strategic consulting on Legal Agreements
Composing legal documents in which money and family meet head-on (prenuptial agreements, wills, enduring power of attorney, family agreements, etc.), can be emotionally challenging. We help our families create a safe and open space to discuss strategic solutions for sensitive dilemmas while resolving any conflicts that may arise. In a process that is intimate and delicate, and in collaboration with the family lawyer, our goal is to ensure that the family is content and at peace with the written agreements and that these will protect the family’s unity for many years to come.
Establishing Circles of Influence and Philanthropy
If you are active in the philanthropic world or are interested in expanding your circles of influence, we can help you institutionalize the act of giving. We believe that practicing philanthropy requires a strategy and structure. As part of this process, we build an effective framework, decide on work policies and examine the extent to which giving is possible based on your family’s strategic wealth plan and annual budget. Our aim is to allow you to translate wealth from individual power into transformative power and create impact in areas that are truly important to you.

Get in Touch

We would love to hear from you and answer any questions you might have. Please feel free to contact us or leave your details at the form.

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