Clear vision and objectives

Once we agree what are your convergence and/or growth objectives, we design tailor-made interventions to make them happen in a co-created and collaborative way.

Pragmatism and results

We are pragmatic and results driven, and we clearly agree your expectations. Our process is tailor-made to each situation in order to be the best fit to the cultural specificity of an individual, a family or a business venture.

Harmonisation and sustainability

Ultimately, convergence and growth are about the harmonisation of the individual, the family and the business and their sustainability for current and future generations.


The five pillars that get us to the end in mind.

1 – Co-creation – Because no one knows your family or your business and their historical, social and economic context better than you; therefore, we must work together to co-create your unique solutions.

2 – Collaboration – Because we believe that everything we do must be structural, and that means that you and your people must be fully involved in the design and implementation of solutions. You must all own and socialize every solution that is created throughout your family and business ecosystems.

3- Disruption/Construction – We believe that our job also is to push the boundaries of the known, the boundaries of the comfort zones, and the boundaries of the acceptable, into the unknown, the uncomfortable and the challenging, or we’re not doing our job. We also believe that we must be part of proposing “new ways of being” and “new ways of working” to construct after we disrupt.

4 – Agility – We must be agile, because we live in a fast world with fast changing variables where we need to achieve sustainable results quickly.

5 – Value focus – Because it is key to measure and demonstrate the quantitative and qualitative impact of the “new ways of being” and “new ways of working” that we design and implement across your family and business ecosystems.

KNOW THE TEAM

"A heart and a mind stretched by new experiences can never go back to their previous state!"

The Individual

It all starts with the individual and his/her need to be trusted and credible. It then evolves into how we, as human beings, have impact and influence and build relationships with others. And it continues into how we develop identity, trust, collaboration, and authentic communication with those around us. At its core, we are talking about “who we are” and “what we do” and our path to leadership. Within a family and family-business environment, this journey is so much more complex and emotionally charged. We know it intimately well, and have spent the past four decades productively supporting our clients through their development journeys.

Our focus is on working with current and future (next generation) family and business leaders, so that the individuals become the best versions of themselves.

We integrate some of the best coaches and mentors in the world (Forbes listed), who also have very specific expertise in working with individuals and families, often dealing with both the individual challenges, and family or business venture issues.

  • leadership development
  • personal development 
  • coaching and mentoring
  • networking

The Family

Families grow and evolve. They are often faced with difficult choices to ensure that their legacy is renewed across generations. Our expertise is helping with building family convergence, harmony, and transitions that can be complex and emotional.

Our focus is on working with you, through a co-created and collaborative process, to generate the constructive dialogue that will enable you to address the current family challenges and pursue inspiring opportunities for family integration, alignment, and wealth growth and sustainability.

Our team integrates a mix of global experts with over four decades experience working with Fortune 100 as well as dynamic family-owned companies, who come from the world of strategy consulting, top line management, academia, and services. Both through our core team and through our collaboration ecosystem, we bring together the perfect fit of advisors to respond to our tailor-made solutions.

  • family convergence
  • family purpose, culture, and strategy
  • connecting generations
  • governance and protocols
  • wealth growth and sustainability
  • philanthropy

The Business

Sometimes, the issues affecting the business are urgent. Other times, family relationships create distractions in the business. At times, business difficulties generate tension within the family. In occasions, it’s about long term decisions, such as planning for a leadership transition in years to come. Some families may be facing the challenges of selling their operating business, or seeking to expand the family venture through a family office or philanthropic foundation. The family and the family business cross paths in some many different and complex ways.

Our focus is on guaranteeing a perfect integration between family and business expectations and value generation. Whether the family is actively involved in the management of the business at an operating level, or in an Owners Council or at the Board in a strategic capacity, we work with you to find the fit that generates the best sustainable results.

Our team integrates a mix of global experts with over four decades experience working with Fortune 100 as well as dynamic family-owned companies, who come from the world of strategy consulting, top line management, academia, and services. Both through our core team and through our collaboration ecosystem, we bring together the perfect fit of advisors to respond to our tailor-made solutions.

  • next generation leaders and succession planning
  • owner council, board and executive committee
  • strategy facilitation and growth
  • integrating family and business strategy

Let's start a conversation!

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