STRENGTHENING FAMILIES, EMPOWERING ADVISORS

FAMILY CONSULTING SERVICES

Our mission at Family Wealth Dynamics is to strengthen families as they navigate the often rough waters of acquired and multi-generational wealth.

Conflict Resolution and Management

Conflict is part of life. Conflict is painful. Families often avoid conflict, or manage it poorly, harming relationships and trust over time. Family Wealth Dynamics helps families resolve and manage conflicts across generations. FWD provides mediation, principled negotiation, facilitation and conflict coaching.

Family Meetings and Retreats

Family Wealth Dynamics serves wealthy families by deepening family cohesion around decision making. We facilitate dialogue at family gatherings, unravel chronic or sudden conflicts, and cultivate leaders for the next generation.

Philanthropy

The Latin root of the word philanthropy refers to the "love of humanity." While some families are initially introduced to philanthropy as a tax advantage, the emotional dimensions of family philanthropy run deep. Family Wealth Dynamics facilitates dialogues with families to discover and implement philanthropic vision aligned to core values. Supporting a cause together offers the opportunity to transmit family values from one generation to the next. Further, uniting around important and meaningful activity is enormously rewarding. This approach brings exponential gifts, family reputation and restorative family pride that fuels future generations.

Social Entrepreneurship

Many next generation members in families of wealth are attracted to Social Enterprise. Family Wealth Dynamics coaches Social Entrepreneurs from seed idea to realized venture.