What We Offer

  • Family & Enterprise Design

    Frameworks that bring clarity to complexity: helping families, founders, and offices design decision-making, collaboration, and leadership processes that work.

  • Rising Generation Readiness

    Projects that prepare members ages 5 and above; supporting rising leaders to inherit not just wealth, but wisdom – developing autonomy, confidence, perspective, and purpose in their own right.

  • Relationship & Systems Alignment

    Facilitated sessions that clarify communication, rebuild trust, and strengthen the architecture of connection within families, blended families, and advisory teams.

  • Health & Wellbeing Architecture

    Strategies that support individual and collective resilience by integrating wellness, purpose, and energy management into daily life.

  • Philanthropy & Impact Design

    Collaborative design for values-based giving: translating resources into meaningful, measurable outcomes across generations.

Generational Intelligence Architecture (GIA) is our proprietary model for helping families and enterprises understand, activate, and steward multigenerational impact. It explores identity, learning, and leadership readiness through seven generational archetypes:

The GIA Framework ™

Founders

Visionaries who initiate and build.

Navigators

Strategists who anticipate and align.

Stewards

Operators who maintain and refine.

Designers

Creators who reimagine systems.

Translators

Connectors who bridge and adapt.

Emergence

The future generation of possibilities.

Builders

Innovators who expand and evolve.