→ Help create family governance structures, such as family councils or boards, that define the roles, responsibilities, and decision-making processes for managing family wealth. This includes setting up regular family meetings and communication channels to ensure transparency and collective decision-making.

→ Develop and provide educational programs tailored to the needs of family members of all ages

→ Plan the transfer of wealth and leadership roles within the family, ensuring a smooth transition that aligns with the family’s values and long-term objectives

→ Offer mediation and conflict resolution services to address and prevent disputes within the family regarding wealth management, fostering a cohesive approach to preserving the family legacy

→ Guide the family in establishing a shared philanthropic vision, helping to set up charitable foundations or engage in collective giving, which can strengthen family bonds and leave a positive impact on the community

→ Assist in developing a family mission statement that reflects the family's values, goals, and legacy aspirations, serving as a guiding principle for wealth management and family cohesion.