Nurturing Complete Family Wealth across Generations in Harmony
Empower and inspire families to preserve and nurture their wealth (Human, Social, and Financial) across generations on a foundation of harmony and unity, to leave a lasting legacy.
Transform family businesses into successful corporate entities with a positive and professional culture, geared toward sustained growth.
With firsthand experience running and growing a family business, we understand the challenges you face and the major risks involved around conflict and succession.
We believe that a family business's success lies in sound business practices and maintaining strong family relationships. That's why we are committed to providing the guidance you need to achieve your goals while also preserving the values that make family businesses unique. In fact, a family business has all the elements to succeed better than other types while also being enjoyable if only the complexities are properly addressed.
Our aim is to provide you with personalized, expert guidance to help you achieve your family and business objectives and build a lasting legacy. Thus, we strive to provide customized advisory and consulting services that help our clients create a strong foundation for harmony and success in their families and related businesses and investments. Our areas of expertise include Family Coaching & Conflict Mediation, Legacy Planning & Communication, Governance & Succession Planning, NextGen Readiness & Empowerment through Education, Mentoring and Coaching, Wealth Management & Nurturing, Corporate Transformation & Business Excellence, Growth Strategies & Investments Management & M&A.
Our ultimate goal is to help family businesses nurture their complete wealth first between the family members, in the business, and in other financial investments while hedging all internal and external risks.
For a family to open their doors to an advisor, it is a careful process where the latter should really earn the trust and respect of all members of the ecosystem. On top of the education and experience, we do believe that our values earn us that trust and gives us the privilege to work together with our customers. We work with integrity, always have empathy towards all stakeholders, offer tailored solutions fit to the client needs, and finally are constantly pursuing excellence in all our work.
Always be truthful with clients, even when it may be difficult or uncomfortable. Manage the client's expectations and only offer solutions that add value. Avoid conflicts of interest and prioritize the client's interests in all decisions.
Listen actively to clients' concerns, perspectives, and experiences. Show genuine interest in their well-being and the well-being of their families. Treat clients with kindness, respect, and compassion.
Work collaboratively with clients to identify their unique needs, goals, and challenges. Develop tailored solutions that meet their specific needs, rather than relying on generic or "off-the-shelf" approaches. Be willing to adapt and revise strategies as needed to ensure success.
Seek constantly first self-improvement and then continuous improvement and optimal results for all stakeholders, by pursuing strategies that does not sell out future generations. Commit to the constant pursuit of Excellence (BEX Institute).
Please feel free to ask for our brochure to know more. Additionally, you can arrange for a 30-minute complimentary call with Pierre. We look forward to discussing how our services can be of assistance to you.