Family Office mediation consulting focuses on these essential executive elements : direction, conflict, energy, resolution, and coaching. We are trained, experienced, and degreed mediators who develop programs, maintain confidentiality, resolve conflicts and move forward in the most constructive manner.
Our business systems will develop workable alternatives to your present circumstances providing independent neutral energy, specific direction, alternatives and resolution of your concerns and conflicts. We will work with just your family and/ or your team of professionals to make certain that our goals align and our processes are understood.
Our processes begin with individual or group meetings. Next, we will develop a progression plan to engaged participants. Third, we will discuss and evaluate concerns, ideas, issues, or to provide a basis for most effective family office mediation techniques and procedures for this particular family or their individuals,
Highly functional personal, professional, financial interactions, and decision making are essential to these ventures. If they are not presently functioning, we will redefine them and make them work in accordance with the family’s goals.
High net worth families have more responsibilities and require more in depth analysis, review, and plans to make certain that all boundaries are respected and bases are covered. Priorities, privacy and protections are often paramount. This does not mean that in our working environment that there will always be agreement. We will need to change the existing dynamic between the family office participants to further the family office goals. Under the direction of an expert family office mediator consultant, this will require challenging conversations, internal and external debates, and discussions from various perspectives in order to determine the best ideas for the working future of the firm.
We will encourage communication in a safe environment through effective challenging conversations, more structured Best Ideas Win interactions, and less destructive methods. We are trying to reduce any frustrations, conflicts or dramas within your existing business structure to provide a specific plan for future development and resolutions.
We use our nationally recognized proprietary systems to develop the individuals, refine the firm, and its processes for improved future interactions and realistic goals. Some areas may include to pick and chose your areas of concern :
- Family Office First Priority Meetings
- Structured, directed issue identification, agendas and action plans
- Conflict Resolution and Prevention
- Creative & Innovation programs
- Executive Coaching
- Management retraining
- Outside Guest Speaker Series
- Role refinements
- Adaptable management control functions
- Best Idea Win programs
- Financial Statements Projections & Review
- Integrated Financial planning
- Family Interaction Plans
- Succession Plans for management and generations
- Trusts Outlines, Plans & Programs
- Multi disciplinary professionals to add perspectives
- Integrated business systems and ideas
- Individual Theories into implemented specific family office practices
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