Our one-day program is crafted to assist individuals involved with Family Offices—whether members, executives, or advisors—in harmonizing their personal goals with the overarching objectives of the family office. This comprehensive session guides participants through a process of self-reflection, helping them connect with their present self while envisioning their future aspirations.

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Key features of the program include:

• Goal-Setting Techniques: Learn effective strategies for setting and achieving meaningful goals

• Self-Assessment: Engage in exercises that promote self-awareness and personal growth.

• Strategic Alignment: Discover how to align personal ambitions with the family office's mission and long-term goals.​

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By the end of the day, participants will be equipped with the tools to set personal goals that not only foster individual growth but also contribute to the success and mission of the family office.

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What's Covered

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Family Office Variables

Acknowledgement and awareness of differences. Family office members will vary in age, language, life experience, education, lifestyle, personality, sense of self and values.

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Tools for Understanding yourself
The five pillars of values. SWOT and time analysis. Creating your strategic competitive advantages.

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Identifying Personal Values

The significance of personal values & identify individual core values.

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Self-Assessment & Reflection

Reflection on current life stage and career. Identify areas of alignment & misalignment with core values.

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“Some become adults at 18, some at 35, some never make it.”

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Parallel University Theory of Change

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How one of America’s richest families lost everything.​
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Family Office Mission and Objectives
Provide an overview of the family office's mission and long-term objectives. Share success stories of aligning personal and family office goals.

Balancing Personal and Professional Life
Explore how personal well-being impacts professional success.

Goal Setting and Structure
Learn effective strategies for setting and achieving meaningful goals.

Collaborative Goal Setting
Facilitation of group discussions on aligning personal goals with family office priorities.

Action Planning and Next Steps
Development of short-term and long-term goals. Identify methods for tracking progress and accountability.

Philanthropy Discussion

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We recommend an in-person workshop format for this 1-day program. 
Let our team deliver this workshop in its best format, in person at a venue of your choosing, or at a convenient central business precinct. ​​​​

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