EVERY FAMILY
HAS A STORY TO TELL

We support families, their members, their corporations and their executives by offering coach and tool aiding their success

CHARTERED FAMILY OFFICE SPECIALIST PROGRAM

USD 8,000

The Chartered Family Office Specialist (CFOSTM) certification prepares applicants for this professional designation. The paramount goal of this certification is to enhance the knowledge base needed to successfully manage and operate a family office or any similar wealth management practice.

FAMILY GOVERNANCE SERIES

USD 500 per hour

We help crafting family governance structure that builds a strong family by providing a forum to:

• Set the vision for the family and define its philosophy towards the family’s relationship with the business and the businesses’ support of the family.

• Uncover and maintain the values by which the family and related enterprises will operate.

• Educate family about rights & responsibilities of ownership, family history & values, and prepare for the future.

• Establish and maintain an effective plan for ownership & key family leadership role succession.

• Celebrate individual and family milestones.

• Stay informed and communicate with owners. 

• Recognize and resolve family conflict to promote harmony.

FAMILY BUSINESS SERIES

USD 500 per hour

​We facilitate the success of Family Business by offering solution relating to

• Succession and Continuity Planning

• Corporate & Business Governance

• Effective Ownership

• Leadership Development

• Policy Development

• Business Transformation