We believe that a family's most important assets are:
CORE ASSETS: the health, happiness, values, and unique abilities of its members
EXPERIENCE ASSETS: education, reputation, tradition and legacy
CONTRIBUTION ASSETS: philanthropy, community participation and service
We believe that FINANCIAL ASSETS, while important, exist primarily to serve and enrich the family's core, experience and contribution assets. We believe that the family is the ultimate asset class in which to invest time, money and intention.
STRATEGIC FAMILY PLANNING
We believe that focusing on the six functions of any family enterprise; fostering family connections, investing liquid assets, strengthening new or legacy businesses, educating and mentoring family members, encouraging philanthropy, and ensuring accountability through checks and balances can give the family an opportunity to work together in a dynamic and productive framework. A family that can develop the discipline and habit of good decision-making articulating its intention, defining its objectives, crafting sturdy, yet flexible, processes and procedures is most likely to sustain its legacy for multiple generations.
We believe that a family enterprise is a dynamic and productive entity that, when combined with the voice and individual passions of its members and the family's collective intention and goals, can be an engine for re-creating wealth for generations to come!
Our first-hand experience running our own family businesses gives us a sensible and unique viewpoint on family enterprise issues. To help you get to know us better, we have worked to put in words some of the beliefs and perspectives that make us unique:
FAMILY NAVIGATION STRATEGIES
Keeping Family Enterprises on Course