Care to Know: counseling for assets and relationships
Successful families and business owners tolerate far too much angst and pain in their material assets and cherished relationships. Wealth and business are a complex matrix of dominos, toppling into adjacent pathways and intricate turnoffs.
At best a family’s outcomes have been limited in unseen ways. At worst, outcomes are less than they hope for, and no one’s sure why.
We work best with families and their trusted advisors who Care to Know the root cause of angst and pain, and seek an uncommon path to lasting progress.
Capabilities:
- Integrated tax, estate, and asset protection planning
- Business continuity planning
- Mediation & Facilitation
- Family synergy counseling
- Governance collaboration
What hurts…
Every important asset or relationship has Motive at its core. Motive is the unseen facts and fact patterns – actions and reactions – from family members, trusted advisors, and legal, tax, and financial factors. At least one of these influences always (yes always) suffers from a prior misunderstanding – someone didn’t mean for a thing to be done the way it was or wind up the way it did.
Motive is the Invisible Guest standing between what’s true today – and the far side of ease and potential.
How to fix it…
When a driving pain point requires attention, big progress won’t happen until we absolve the friction. Most struggles emanate from one of two areas, or a tangled combination…
- Asset Motive: a legal, tax, financial fact pattern that needs fixing before the family may choose to tackle relational topics in the family system, the family business, or both.
- Relational Motive: relationship friction or even toxicity that requires a return to ease before the family has the right frame of mind to tackle technical planning.
With their driving pain absolved, unexpected ease energizes the family to explore other areas. Some go deeper into the area they started – either Asset or Relational. Many find it refreshing to move back and forth between the two, knowing that family and wealth are joyfully and, often painfully, inseparable.
