Working With Families Who Share Assets

Peter consults with families that share operating businesses, foundations or managing other assets. He helps improve inter-generational communication and develops succession plans that strengthen both the financial and human capital of the family enterprise.  This is accomplished by:

• Establishing the family's legacy and connection
• Developing governance structures and processes
• Creating financial responsibility and accountability
• Training family members to become engaged and responsible leaders

Coaching For Next Generation Family Members

Next Generation Coaching is designed to give families' future generations the ability to meet their own needs over time by providing specialized life skills. Next Generation Coaching helps young adults develop both competence and confidence to complete college and embark upon successful careers. Next Generation Coaching offers a real world approach for young adults who struggle balancing the academic, social, financial and professional challenges they face on a daily basis. Next Generation coaching provides the following services:

• Time management
• Financial responsibility
• Relationship building
• Fitness and nutrition
• Career development