Family Strategy Planning
Child Development Planning
February 24, 2017
Have you ever sat down with your family and discussed what the true purpose of your wealth is?
Family strategy planning is the single most important factor in determining success. We help clients identify key influences, core values, individual character strengths and shared goals. We uncover passions and fears, engaging deeply to understand complex family dynamics.
To envision opportunity, we must also recognise potential conflict. We ask the difficult questions and facilitate the hard conversations. Ultimately we align diverse family members and opinions to common goals. Engagement from the start is the recipe for success.
Key features
- Develop a deep understanding of core values
- Identify family priorities and goals
- Develop a strategy to achieve desired outcomes
Key client benefits
- To align diverse family members to common goals
- Minimise potential for friction / conflict
- Wellbeing and managing wealth successfully
