The Private Trustee

Family Meetings - Optimizing Human Capital Development

Foundational

We facilitate the creation of high-trust environments where needed but often avoided conversations occur.

Talking About What Matters

Mastering the art of crucial conversations allows individuals and families to effectively hold tough conversations about virtually any topic, and maintain unity.

Family Governance

A values-based structure for families to enrol, engage and guide  succeeding generations and to overcome entropy.

The “Shield of Family-Values” displayed is a visual portrayal of a two-generation family’s core values.

 

Frank and Maria were an indispensable help for my family as we transitioned into a new phase or our life. They skillfully helped us navigate both the financial challenges and the emotional hurdles that we had to face. In particular, they put together a family weekend that helped create a better understanding between all members as well as strengthened the relationships. We are truly in their debt.

– B. Wilbers

Your true legacy will be defined by what you value, not the value of what you own

I. Foundational: Co-creation of a multi-generational vision, values and mission statement

  • The more of a family’s unique values, ethics and traditions that are reflected in the estate plan, the better the chances of multigenerational flourishing and significance.
  • Our process utilizes proven interactive exercises and assessments to identify your family’s individual and collective values to prioritize them and then to incorporate them into a succinct vision, values and mission statement.
  • The process consists of two half-day sessions. You will leave the final meeting with a draft of your family’s statement.

II. Talking About What Matters: Enhancing Communication Skills

  • Prioritizing the goal of understanding instead of agreement.
  • Training in mastering Crucial Conversations: Learning to stay in dialogue when “stakes are high, emotions are high, and opinions differ.” Crucial Conversations, Kerry Patterson et al

III. Family Governance: Creating a dynamic structure for families to energize each successive generation and overcome entropy

  • Long term family unity and wealth preservation is achieved by optimizing the family member’s unique gifts and creating a culture of effective communication and trust.
  • An essential element of preserving family unity is the recognition that the individual family members are its most valuable assets.
  • The primary purpose of the family’s financial wealth is to develop the family’s human, intellectual, social and spiritual capital.

The greater the size of the estate, the greater the need to teach to teach your children a proper and functional relationship with wealth and money.

-Perry Cochell, Beating the Midas Curse

Get in Touch Today

Let’s navigate your legacy journey with clarity, integrity, and purpose.

Member of the Independent Trustee Alliance

The Independent Trustee Alliance is a professional association formed by trustees, fiduciaries and other family consultants who work independently or for family offices.

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