SERVICES

Family & Organizational Education

Many families and organizations read and study the growing body of written materials on intergenerational wealth. Gaining even more Information and knowledge by attending lectures, conferences, and workshops at universities. Most of these families and organizations have gained much knowledge, yet “get stuck” without a custom program to unpackage and adapt to their unique family or organization to apply it towards reaching their unique short-term and long-term goals.

Tailored Educational Curriculum

Successful great legacy families, organizations learn best from a “tailored educational curriculum”.
Customized blended programs which incorporate visual, physical, aural, verbal, logical, social and self-study styles of learning to fit their specific needs. Besides gaining useful knowledge, identify and then develop the missing important skills. We use tailored exercises, games, engagement, dialog, modeling, retreats, and experiences. Then practice individually and together to build these skills and learn how best to apply them successfully. Additionally, designing measurement tools to access positive forward momentum, gaining greater confidence to reach individual and family or organizational goals.

Mentoring:

Providing to select individual’s tailored long-term mentoring for meaningful, measurable growth.
The mentoring model is built upon a unique, proprietary process incorporating best fit proven methodologies. Beginning with fit, program design, goal setting, style of learning, timeline, strength assessment, skill development in a tailored curriculum. incorporating custom feedback, and intimate dialog sessions.

  • Customized blended learning curriculum incorporating individuals into a process of experiential learning. Learning through reflection on doing. Augmented with specific technologies to reach across generations for meaningful, fun learning and growth.
  • Family succeeds by co-creating value with and for all our family members, family structures, and other stakeholders together. Recognizing the abundance of opportunities and resources available within our family.
  • Learn and cultivate The Four Pillars of Successful Heirs based upon historical legacy families.
  • Gaining insights on how to develop a Culture of Giving to each other and creating an outward focus to Philanthropic Giving to others.  Study the lesson: “The Cycle of The Gift”
  • Constructing or reigniting family, and organizational rituals for enduring legacy to last generations.
  • Creating a unique environment to embrace uncertainty while embracing change as we are nudged into trying new strategies, tools. Minimizing risk in a constantly evolving world without missing new opportunities.
  • Building the missing skills that can be applied to your family’s unique business enterprise.
  • Building board effectiveness and board confidence to pass on from generation to generation.
  • Identify or reestablish your family’s values to collaborate to develop your mission, vison to create a multigenerational legacy.
  • Developing the skill and art of compromise to reach or exceed your goals.
  • Site visits of Philanthropic Gifts, to witness and learn first-hand about our partnership.
  • Collaborating exercises to focus on individual strengths to build resilient teams.
  • Developing tailored fun exercises that focus on “learning by doing” while connecting individuals to each other and the deeper meaning of our purpose.
  • Refine or deepen our Philanthropic Goals to incorporate new generations members.
  • Learning the limits of financial wealth, while uncovering the intellectual, social wealth and the unique skill sets among our family or organization.
“Be careful to leave your sons well instructed rather than rich, for the hopes of the instructed are better than the wealth of the ignorant”.

– Epictetus –