Advisory and Mentoring

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

Tailored coaching and career mapping.

Governance readiness and board participation training.

Exposure to peer learning platforms and external networks.

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

Documenting family history and legacy.

Facilitation of dialogue to strengthen understanding and empathy.

Support in resolving tensions and healing past disconnects.

Design of shared experiences that nurture belonging and family identity.

Designing organisational structures and role clarity.

Drafting job descriptions and performance metrics.

Interviewing candidates for leadership and senior roles.

Building alignment between family and non-family professionals.

Values, Vision, & Culture exercises.

Identifying Corporate Governance Lacunae.

Identifying right-fit people for the Board.

Facilitating Board meetings.

Designing family constitutions and protocols.

Facilitating family councils and intergenerational assemblies.

Clarifying roles, expectations, and decision-making frameworks.

Structured and empathetic succession planning that blends continuity with evolution.

Mapping succession options.

Assessing readiness of next-generation leaders.

Aligning business, family, and individual goals.

Facilitating founder transition planning.

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

Transfer of Ownership of Family Assets.

Mediation of conflicts through structured, non-adversarial conversations.

Resolution support for emotionally or strategically sensitive issues.

Rebuilding trust and enabling forward movement after breakdowns in relationships.

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

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

Advisory on engaging in business, governance, or philanthropy.

Creating safe spaces for reflection, contribution, and leadership.

Family Wealth goals assessment.

Structuring or reviewing the family office.

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

Integrating philanthropy, estate planning, and intergenerational transitions.

Aligning family values with philanthropic and impact goals.

Facilitating intergenerational engagement in giving and social purpose.

Delegation and role clarity for founders and teams.

Growth and funding strategy.

Attracting and retaining talent.

IPO Preparedness.

We believe financial understanding is foundational to good stewardship.

Family-level financial literacy sessions (across generations).

Orientation on investing, wealth preservation, and risk.

Designing and supporting financial inclusion initiatives via philanthropic arms.