Family Advisor & Coach
To discuss your most important issues,
on your deepest needs,
drawing upon our collective abilities,
so as to co-create solutions to them,
solutions that have buy-in and alignment,
resulting in a purposeful collaboration,
one worth the time we invested in the process,
is the only reason worth meeting.
8 Conversations to Co-Create Lasting Change
1. How are your circumstances changing?
2. What are your values?
3. What leadership will you need in the future?
4. What is unstated (“How things are done around here”)?
5. Go explicit (“The way we want things to be done”).
6. Yet what assumptions could impede this change?
7. Now, what structures and processes will make it stick?
8. Review, revise, and approve the design for your new purposeful collaboration — this can take the form of a family constitution, a new vision for your family office/enterprise, or a bespoke solution.
We can begin with an assessment of your collaboration, qualitative planning, or culture, identifying where additional process work could deliver value well beyond the cost of it. Please contact me to set up a meeting today.