My core focus is developing life and business strategies to enable my clients to flourish at work and thrive in their personal life. As we age in our midlife, a life event occurs (e.g a divorce, health scare, job loss, death of a partner or close relative) that triggers a self - introspection that often drives a need to reveal a more authentic true self , a keen interest to explore a need to reinvent, rewire or retire.
This first part of my practice is focused around midlife challenges and how these interplay with the family , family office, governance and education across the key family members. Midlife is often a challenge , when we become introspective and question how do we realize our aspirations. This was the subject matter of my PhD thesis on midlife and is also the subject matter of my book “Three Bridges-Adulthood is Easy Until Life Intervenes”.
For wealthy family members, the dynamics of a family and family business, often cause concerns over control. Emotional or financial control concerns, manifest themselves in a desire for certain family members to have knowledge about and the ability to manage and or control their assets, liabilities and cash flow in order to make the best decisions.
This is the second practice area I focus on. My clients engage me to use my independent and unbiased experience in managing family offices and business skills to create, develop and streamline how and when a family and their advisers can efficiently use a family office. As wealth accumulates , somewhere between $20m-$100m many families identify the need for more coordination and control over their expanding lives, investments and business interests.