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budha

Advisory and Mentoring

Our Services

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Gen-Next Mentoring

1

We prepare next-generation members to contribute meaningfully—whether as business leaders, responsible shareholders, or stewards of legacy.

2

Tailored coaching and career mapping.

3

Governance readiness and board participation training.

4

Exposure to peer learning platforms and external networks.

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Values & Vision

1

Facilitation of family conversations to define shared values and long-term vision.

2

Documenting family history and legacy.

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Family Harmony & Togetherness

1

Facilitation of dialogue to strengthen understanding and empathy.

2

Support in resolving tensions and healing past disconnects.

3

Design of shared experiences that nurture belonging and family identity.

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Leadership & Professionalization

1

Designing organisational structures and role clarity.

2

Drafting job descriptions and performance metrics.

3

Interviewing candidates for leadership and senior roles.

4

Building alignment between family and non-family professionals.

5

Values, Vision, & Culture exercises.

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Corporate & Family Governance

1

Identifying Corporate Governance Lacunae.

2

Identifying right-fit people for the Board.

3

Facilitating Board meetings.

4

Designing family constitutions and protocols.

5

Facilitating family councils and intergenerational assemblies.

6

Clarifying roles, expectations, and decision-making frameworks.

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Succession of Ownership & Management

1

Structured and empathetic succession planning that blends continuity with evolution.

2

Mapping succession options.

3

Assessing readiness of next-generation leaders.

4

Aligning business, family, and individual goals.

5

Facilitating founder transition planning.

6

Transition of Ownership through Wills, Trusts or other suitable structures, Shareholding agreements.

7

Transfer of Ownership of Family Assets.

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Conflict Management

1

Mediation of conflicts through structured, non-adversarial conversations.

2

Resolution support for emotionally or strategically sensitive issues.

3

Rebuilding trust and enabling forward movement after breakdowns in relationships.

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Gender Inclusivity

1

Dedicated coaching and advisory for women across roles—visible or invisible, formal or informal.

2

One-on-one coaching for confidence, influence, and clarity.

3

Advisory on engaging in business, governance, or philanthropy.

4

Creating safe spaces for reflection, contribution, and leadership.

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Family & Business Wealth

1

Family Wealth goals assessment.

2

Structuring or reviewing the family office.

3

Facilitating alignment across asset allocation, impact goals, and governance.

4

Integrating philanthropy, estate planning, and intergenerational transitions.

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Community & Impact

1

Aligning family values with philanthropic and impact goals.

2

Facilitating intergenerational engagement in giving and social purpose.

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SME Advisory

All the services are also specifically available for small and medium family businesses to help them scale responsibly. Including:

1

Delegation and role clarity for founders and teams.

2

Growth and funding strategy.

3

Attracting and retaining talent.

4

IPO Preparedness.

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Financial Literacy and Inclusion

1

We believe financial understanding is foundational to good stewardship.

2

Family-level financial literacy sessions (across generations).

3

Orientation on investing, wealth preservation, and risk.

4

Designing and supporting financial inclusion initiatives via philanthropic arms.