Families that anticipate and plan for transitions are more likely to create long term solutions that endure for future generations. The US alone, recent studies suggest that more than $100 trillion will transition from one generation to the next by the year 2050. Thoughtful planning during this projected transition will deepen family connections. We help families assess challenges, create potential solutions and establish structures that will maximize long term success. Our goal is to identify opportunities that enable families to build positive connections through their shared lineage and experiences. Specific services include:
- Family Meeting Facilitation
- Family Governance Planning
- Shared Property Planning
- Philanthropy Advising
- Next Generation Engagement and Mentoring
Our work begins with conversation. We listen, ask questions and develop a deep understanding of our clients’ objectives. This discovery process helps develop a clear scope of work that we use to create an action plan. Depending on the scope, we work on either a project or retainer arrangement, identifying specific deliverables and activities. Our small team focuses on identifying not just the stated objectives but also uncovers underlying issues that may exist, bringing them into the discussion to ensure clear communication. On projects where specialized expertise is required, we use outside knowledge leaders. Our mult-generational work is led by Jamie Forbes, who was a Founding Partner of Opus and who now operates Forbes Legacy Advisors.
To discus your unique situation and how we can help, call Jamie Forbes at 603-315-0576 or click here to send him an email.