Family Convening
Foster love and legacy with the relationships that matter most.
For families who want to intentionally foster loving connection amidst the opportunities and obligations of wealth, I provide dedicated advising and Family Crossroads Workshops – 2-day intensives to make collaborative decisions that uphold family values, foster family connection, and create a lasting legacy.
Family Crossroads workshops
Navigating major decisions as a high net worth family can be complex and emotionally charged. Family Crossroads workshops provide your family with a structured process to resolve difficult decisions. The workshop is designed to bring about frank and empathetic dialogue, collaborative discernment, and making a clear choice.
Example: Developing a Family Wealth Philosophy
As families grow, wealth stewardship becomes more complex. Is your family truly aligned on your shared purpose and principles across generations? This workshop guides you in co-creating a unified family wealth philosophy. You’ll surface core values, explore differing money mindsets, and have open dialogues about priorities. You’ll synthesize these insights into a formalized family wealth mission statement, governing principles, and structure for implementation. The aim is wise, consistent, and adaptable decision-making across generations that is rooted in values that build your family’s legacy.
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Example: Deciding the Future of the Family Cabin
For families with beloved assets like vacation homes, land, or heirlooms – deciding how to allocate or steward these treasures equitably can be emotionally fraught. This workshop provides a neutral space to explore the history, memories and symbolic meaning attached to the asset. You’ll surface underlying values, hopes, and concerns to find creative solutions that honor the entire family’s perspectives. The aim is a wise, unified plan for the asset’s future that deepens family bonds.
Example: Resolving Family Conflict
Deep-rooted conflicts, communication breakdowns, or misaligned values can prevent families from making wise, collaborative decisions about wealth. This neutrally-facilitated workshop creates a safe space to rebuild trust and common ground. Using mindfulness as your shared anchor, you’ll explore letting go of entrenched narratives, practice empathic listening, and find new ways to understand each other’s perspectives. The aim is resolving counterproductive conflicts and make decisions from a place of mutual care and respect.
Dedicated advising
A dedicated advising relationship is an ongoing process of cultivating mindsets, skills, and structures to make wise, values-aligned decisions that foster family wellbeing and legacy.
Building an authentic, loving, and lasting family culture requires vulnerability and trust. It is courageous work.
My advising approach is relational and emphasizes learning and family development. I am not a “consultant with quick fixes.” I create safe spaces where all voices are heard, the truth is told, compassion is practiced, and intimacy is deepened. I ask questions, challenge assumptions, provide structure, tools, and methods, and learn alongside your family in every conversation.
Ultimately, I help your family develop a discerning, collaborative, action-oriented culture that supports the wellbeing of each family member and the family as a whole.
My suite of services
If you seek greater wellbeing amidst wealth, let’s connect. Together we can transform the potential of wealth into a lasting legacy of wellbeing for yourself, your loved ones, your clients, and beyond.
