I love history and I have long been fascinated with the rise and fall of empires. Spurred on by a major family financial set back, I set out 15 years ago to discover how family wealth can be sustained across multiple generations.
Our team uncovered 5 hidden states of wealth and 5 corresponding family types. The intersection between wealth state and family DNA is the place of wealth creation and preservation. Today, we help families uncover their wealth state and then use family types to create family and business governance that overcomes stasis and entropy.
We’ve leaned heavily on neural science and artificial intelligence to help families anticipate current and future beneficiary behaviour. Unlike empires, families don’t need to decline. They can in fact get better in each generation. Now you can face the future with confidence. Its fast, its convenient and its powerful. Let us show you how to get started.