Family Engagement

“How to handle wealth within a family requires thoughtful planning and education, particularly for the generations to follow. We developed our family engagement program from personal experiences and what we learned from helping other successful families. This depth of experience helps you mold clear and consistent communications to identify, address and mitigate issues that can lead to conflict.” – J. Richard Joyner, President

How We Help

KNOWLEDGE AND STRATEGIES

Our advisors are trained to work with family members directly on a variety of difficult issues (can be with or without other, outside professionals) to improve communication, develop financial literacy, facilitate family meetings and help you make the best decisions for generations.

CUSTOMIZED RESOURCES

Our team is well versed in family dynamics and can develop customized education strategies in the areas of communication, emotional intelligence, leadership and problem solving – all in service of helping the family move through generational wealth transfer in a healthy and holistic way.

SPECIAL EVENTS

We offer Family Education Speaker Series events to bring engaging thought leaders and keynote speakers to present on topics specific to families of wealth. These events, typically held at lunch, give clients the opportunities to learn in an engaging atmosphere with other families.

Family Leadership Development

Over many years in practice, I’ve watched countless entrepreneurs work to make the transition from operating a family business to living with (and from) financial assets. It takes a different set of skills to create and run a successful business and to maintain and grow a complex web of financial assets, entities, and family members. Making the decisions to buy a new business, build a new warehouse, or start a new product line are different from picking money managers, evaluating portfolio performance, and deciding who will be trustee of a trust for your kids. It also requires a different conceptual framework to begin thinking of the parallels between “a business” and your family to create an added layer of risk management without losing the growth mindset that led to your success.

There are some common elements between business and the business of family; one of them is leadership development. Most entrepreneurs I know can talk passionately and fluently about how they build a pipeline of talent within their business. Most think that investing to build a successful team in business is money well spent.

Why, then, is the same not true in families?

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