OUR CLIENTS
Different family structures.
A shared question.
No two situations are alike. What connects our clients is a question that the usual frameworks aren’t always able to answer. Without an obvious successor,
what is this wealth for and how do you envision its future?
What endures is a choice.
01. WEALTH CREATORS WITHOUT CHILDREN
Wealth built in one lifetime, with no predetermined path.
When you are the wealth creator and there is no direct line of succession, questions concerning transmission are rarely simple. What now? What do you 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:
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Navigating the shift into wealth after a liquidity event.
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Building new philanthropic, social business, investment or hybrid projects aligned with your goals and values.
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Addressing the unasked questions about what comes later and choosing the right continuity or exit route for your business or impact project.
02. FAMILIES WHERE ALL THE SIBLINGS ARE WITHOUT CHILDREN
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:
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Adapting multi-generational legacy thinking into a last-generation strategy.
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Determining whether existing foundations, businesses or impact vehicles still answer the family's objectives.
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Anticipating and overcoming blockages in the transmission process, whether current or emerging.
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:
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Identifying individual and shared values — where they align and where they oppose each other.
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Clarifying the strategy for family businesses, family offices, foundations or other impact projects.
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Resolving conflict and communication breakdown at every level — individual, family, structure — whether long-standing or recent.
04. WHEN THE NEXT GENERATION CHOOSES ANOTHER PATH
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:
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Rethinking succession strategies for family businesses, family offices, foundations or other impact projects.
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Determining individual and structural needs and how best to restore fluid communications between family members and/or staff.
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Developing new implementation plans that better match the new strategic goals.