Choose from one of our 3 Packages

Package 1: The Communicator

Includes:

  • Information on seven most common mistakes of well-to-do parents

  • Writing and refining family mission

  • Identification of strengths in the family system

  • Developing communication/action plan that avoids common pitfalls in well-to-do families

Investment: $900

(Total time: 3 Hours)

Package 2: The Family Tune-Up

Includes:

  • Everything in Package 1, plus

  • Proprietary Communication Survey for you and your loved ones

  • One-on-one coaching call with you, trustee, and up to 3 named beneficiaries

  • Communication score, and assessment of potential risks

  • Outline of how to work on identified weaknesses

Investment: $2500

(Total time: 10 Hours)

Package 3: The Family Reshape

Includes:

  • Everything in Package 1 and 2

  • 8 hours of objective focused coaching, for either you, or your family members.

  • Fully coached family meeting

Investment: $4700

(Total time: 20 Hours)