A PROGRAM FOR FAMILY BUSINESSES
TO ACHIEVE MULTI-GENERATIONAL SUCCESS, FEATURING COACHING, NETWORKING AND RETREATS
Define your long-term success
...whether is long-term business continuity, living with purpose, preserving values or strengthening family bonds.
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Build the path towards the goal
Develop a multi-year plan to support the success of family and business.
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Stay on the chosen path
Participate in retreats, receive ongoing support from coaches to help stay the course.
We Ensure You Feel Great about Family and Business Future
Our experience and research shows that long-term success depends on managing five critical aspects. In Wealth Circle we work with family members and inner circle to master the requirements of success.
Governance
Implement effective decision making
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Family alignment
Live a shared purpose, vision and values
Next-Gen Leadership
Prepare successors for leadership roles
Wealth management
Develop a plan to preserve and pass down wealth
Business success
Ensure profitability, strong financial position and growth
A Guided Journey to Long-term Family and Business success
Building a flourishing family business is an incredible achievement, but navigating the unique challenges of managing the business, nurturing family harmony, and ensuring the future can be daunting.
We distilled the wisdom from successful companies and families, drawing upon decades of experience and research, to help create a tailored journey for you and your circle.
We begin with an in-depth assessment across the five key areas of family business success to create a personalized journey.
Wealth Circle offers an integrated experience, in-person consultations, immersive retreats, exclusive networking opportunities and resources. As we progress, the path adapts, ensuring continuous growth and development.
