Family Legacy

The true legacy of family wealth extends beyond financial attributes. It resides in the human and social aspects of individual family members who understand and contribute to the importance of a multi-generational legacy.

We provide families with a road map to perpetuate their family legacy by:

Defining, protecting, and communicating core values, family legacy, and life experiences

Developing the family’s human capital and "ownership" competencies

Creating effective family legacy strategies

Family Harmony

The greatest risk to enterprising families is a breakdown of trust and communication, which we call behavioral risk. Conflict is inevitable in family-run enterprises, but it’s how we view and manage it that determines whether we can move forward together.

Vincent and his team help families build harmony through:

Communication and conflict resolution

Family unity and relationship-building exercises

Identifying, aligning, and calibrating individual and collective visions

Family Business

A family enterprise's greatest financial asset is often the enterprise itself. While the success of a family business comes from unwavering commitment, this commitment often brings complexity as the business matures.

We help family businesses navigate challenges by:

Creating succession plans for ownership, governance, and management

Operational and organizational strategic planning

Providing interim management positions

Leadership & Coaching

Developing human capital is central to our coaching philosophy. Our services focus on enhancing communication, building self-confidence, and setting focused goals. We are passionate about developing confident and competent next-generation leaders.

We coach individuals and families by:

Preparing the next generation of leaders

Offering executive coaching for personal and business leadership

Facilitating legacy and wealth conversations