FAMILY Financial Governance
We work with your family with a unique methodology to strengthen the alignment of the goals of your human capital (family) and financial capital (business). In this process, we include areas such as decision making, communication, shared values, social impact, financial education, succession, and multigenerational policy structures for the family business and office.
We created an institute called Family and Money Matters™ that's 100% dedicated to helping families learn together. We based our institute on a World Bank study that showed that family members yield better results when they learn together. We offer specific workshops and transformative programs for couples, women, children, young adults, financial planners, and philanthropists.
FAMILY WEALTH PLANNING
We design a strategic financial plan that allows the family to preserve their legacy and financial harmony. In order to help you achieve your financial goals, we focus especially on issues such as an investment policy, balance sheet of assets and liabilities, cash flow, succession planning, family allocations, and evaluation of the family wealth.
YEARS OF EXPERIENCE