We are a niche consulting family wealth firm specializing in enabling and supporting the long- and short-term plans of intentional families. For over fifteen years, we have created journey maps and documentation for families aiming for values based multigenerational wealth.
OUR VALUES
We build our services and support your success using three foundational values.
.png)
Storyfication
Every family is story formed. Understanding the underlying story scripts that drive behaviour is important for family member alignment and cohesion
.png)
Mission
We believe that every family must embrace a mission that is greater than themselves and which brings out their highest and most noble characteristics. Such missions enrich humanity and preserve goodness.
.png)
Long Term
The world is filled with short term noise that create deceptive distraction and diversions. We take a long and wide view of economic and societal history. By understanding the ebbs and flows of history, we create positive long-term results.
Family is everything
Products and Services
We have a whole range of tools and services to help you live the life you want.
MyOdyssey
The world is filled with short term noise that create deceptive distraction and diversions. We take a long and wide view of economic and societal history. By understanding the ebbs and flows of history, we create positive long-term results.
Wealth School
A suite of digital short courses that help you build your understanding and skill for your role in the family as a family leader, member, or advisor.
Mentorship Program
We use collaborative technologies to create a highly personalized pathway for family members, advisors to scale their knowledge and bring value to themselves and their families.
Five Nations
A profiling tool that helps family members and advisors discover individual and family members wealth DNA and create successful plans and structures.
Zakar
Zakar is an easy-to-use app that helps users create ethical wills and letters of wishes in minutes. Sending a letter to the future has never been easier.
.png)
Wealth Canvas
Wealth canvas is a suite of easy-to-use idea, concept, and prototype sketching tool available to use on your own, or under our guidance.
CONTACT US
