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ABOUT US

A perspective shaped by experience

Kristina Vayda is the third generation to manage her family’s business, and a last-generation member of her family. She understands her clients’ situations from the inside.

We accompany individuals and families when inherited models no longer provide the answer—and intention must shape what comes next.

Some are building wealth in one generation. Some are the last in a family line. Others are navigating different paths within the same family.

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Each situation calls for its own conversation—one that makes room for complexity, clarifies what matters, and considers what should continue, evolve or come to a close.

01. WEALTH CREATORS WITHOUT CHILDREN

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Wealth built in one lifetime, with no predetermined destination.

When you are the wealth creator and there is no direct line of succession, transmission questions can be unsettling. What now? What do you truly want your wealth to achieve?

We accompany you towards the clarity you seek regarding the impact you want to have, now and in the future:

—      Navigating the shift into wealth after a liquidity event.

—      Building new philanthropic, social business, investment or multi-branch project aligned to your goals and values.

—      Addressing the unasked questions about what comes later and choosing the right continuity or exit route for your business or impact project.

Clarity before continuity.

02. FAMILIES WHERE ALL THE SIBLINGS ARE WITHOUT CHILDREN

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When your generation is the last, continuity becomes a choice.

What does it look like, or is it even what is wanted?

We make room for these conversations and help translate, individually and as a family unit, what needs to stay, what needs to be developed, and what should be brought to a close:

—      Adapting multi-generational legacy thinking into a last-generation strategy.

—      Determining whether existing foundations, businesses or impact vehicles still answer the family's objectives.

—      Anticipating and overcoming blockages in the transmission process, whether current or emerging.

Image by Mario Dobelmann

What endures is a choice.

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03. FAMILIES WITH DIFFERENT LINES OF SUCCESSION

One family. Different situations and needs.

When family branches don’t all share the same format, the approach to conversations about transmission is inevitably different, and occasionally confrontational. We work alongside families and last-generation family members to facilitate these discussions:

—      Identifying individual and shared values — where they align and where they oppose each other.

—      Clarifying the strategy for family businesses, family offices, foundations or other impact projects.

—      Resolving conflict and communication breakdown at every level — individual, family, structure — whether long-standing or recent.

Image by Dan Roizer

One family. More than one path.

04. WHEN THE NEXT GENERATION CHOOSES ANOTHER PATH

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When the next generation changes course, the plan has to change with it.

Each generation in a family brings forth new ideas, ambitions and goals for their life path, and this can mean choosing not to engage in the family foundation or family business. When long-standing plans no longer apply to succession strategies, we help ease the way to the best solutions:

—      Rethinking succession strategies for family businesses, family offices, foundations or other impact projects.

—      Determining individual and structural needs and how best to restore fluid communications between family members and/or staff.

—      Developing new implementation plans that better match the new strategic goals.

Image by Claudia Chiavazza

When plans change, intention remains.

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Begin with a
confidential conversation.

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