We advise individuals within a family or a family office in their legacy planning. We also assist in the navigation process with building out the content for a set of documents known as a compass. The compass ensures that the wishes, objectives and values of the individual, family or family office is written out in a concrete manner to refer to in the future. Thus, we coach individuals and groups to achieve their personal transformation specific to succession goals, contribution and overall growth.
What an individual, family or family office decides is their values, priorities and vision to drive their legacy then will determine how they will invest their time and capital.