Working with and within the family dynamics of wealth succession and multi-generational philanthropy.

Understanding how and why and becoming more effective when conflict arises in multi-generational systems and organizational teams.

Cultivating high-performance leadership and team performance in family systems and organizations

Adaptation & Resilience in Group Systems: Creating the conditions and the environment for teams and families to become more effective while remaining cohesive and sustaining momentum.

Succession Planning: Designing, implementing, and supporting effective change around generational and cultural shifts in families of wealth, philanthropic families and senior leadership teams.

Money & Partnership: Learning to navigate, negotiate and find the balance between “I and We”.

Women & Money: Defining and Sculpting our relationship with money.Women, Money & Giving: Building on our relationship with money to further understand the “why” of our philanthropic experience by identifying the values that guide us in our philanthropic experience and in our giving choices.

Family, Money & Philanthropy: Identifying Values, Uncovering Assumptions, Clarifying our Goals & Taking Action