Individual Families

Services to Families

The "Family Meeting"

Assessment
Where is your family today?

Education
Why do families fail and succeed?

Communication
How does your family manage difficult conversations?

Values
Does everyone have an entrepreneurial, philanthropic, family first, grateful, mindset? 

Action
How do you apply your values and make decisions as a family?

Advancement
How will you maintain and apply what you have learned and continue to learn?

Sustaining the family by preparing the family for the assets

To prepare future generations for the assets and planning structures, Family Purpose needs to drive the planning process, and the planning process needs to support the Family Purpose.

Destructive Family Planning

Constructive Family Planning

What the People Say

91%

of all wealth transfers fail before getting past the grandchildren.

61%

of wealthy families rate “Legacy Development” as a top financial need. 

86%

of families say it is important to leave “Life Lessons and Values” as an important part of an inheritance.

90%

say, “Our plan does not deal with our goals, wants, and objectives!”

Few families have a plan for a genuine transfer of leadership. Just getting more money to the next generation does not solve this problem. The goal is to transfer values and purpose, not just assets; ultimately creating a balance of Independence AND Interdependence.

1.  Is the family ready to handle what is to come?

3.  Are families benefiting from family philanthropy and family entrepreneurship? 
2. Do the parents know where, when, and how to begin the process?

4. Why shouldn't parents be the messenger? 

Most families fail at answering these types of questions – or even asking them in the first place! We teach families how to deal with small decisions like “the mouse in the corner,” so they can take that process and use it to deal with big questions like “the elephant in the room”

Having Family Meetings is not optional! To succeed, you must have them! 
Organized and Prioritized! The outcome is continuity of the family’s total wealth, both tangible and intangible.

W H Y  US

Our Process

Heres how we can help you. 

A Family and Wealth Assessment & Review

  • A high level analysis of how prepared your family members believe they are for the future.
  • A review of the current financial assets and estate planning structures, and what skills will be needed to receive these well. 

Prepare for the First Family Meeting

Family Meeting #1 (6-7 hours) is attended by family members ages 16 and above. A typical agenda includes: 


  • Awareness: “Family Education” – why families fail and what to do about it
  • Alignment: “Family Communication” – an evaluation and review of your family’s communication and leadership styles
  • “Family Vision/Values” – what do we believe, what is success, and how do we get there?
  • Review of the results of the assessments.

Work Between Family Meetings

Engage each family member in ongoing educational activities and assignments. 

Family Meeting Number Two

This is held 3 to 12 months later, and typically lasts 6 to 7 hours.


  • Review the first Family Meeting lessons and outcomes.
  • Family Values – an evaluation of each family member’s individual values, and the overlapping family values.
  • Action: Family Team Building Activities – Select from our best “Family Team Building” activities list, and put it in play.
  • Family Philanthropy – practicing a “Family Decision-Making” process with philanthropic decisions
  • Develop and put in place a “Family Education” vision, goal, process, and endowment.
  • Introduce the F.A.S.T. (Family Advancement Sustainability Trust).
  • Advancement: A “Family Legacy” mentoring process in place and endowed for generations to come!

Contact us
Fee: 
For each Family Meeting – Negotiated fee based on scope of agenda (Plus Expenses)
For Work between Family Meetings – Hourly rate
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