Empowering
MULTI-GENERATIONAL
Success & Well-Being
Reimagined Family Office Services
for
Business Owners | Entrepreneurs | Affluent Families
WE DELIVER GREATER
SUCCESS & WELL-BEING
suc·cess: achieving what you want for yourself and others
well-be·ing: the state of being joyful, healthy, and prosperous
Rich or poor, everyone desires greater success and well-being. For the wealthy, gaining and maintaining well-being can be elusive. WHY? Here are a few of the unique challenges:
-
Magnitude of decisionmaking
-
High levels of complexity
-
Wariness of people's motives
-
Lack of privacy and constant judgement
-
High expectations and pressure
-
Social isolation & limited 'true' friendships
-
The illusiveness of peace and happiness
-
Trust and Guilt issues
- High levels of stress and responsibility
- Complex relationships & family dynamics
- Unhealthy coping mechanisms
- Finding genuine & authentic experiences
WHAT IS A FAMILY LIFE OFFICE™?
Think of it as a business. But, the purpose of this business is all about your family's wealth, welfare, and well-being. Everything under one umbrella. Call it Family, Inc.—the business of empowering each generation to live life to the fullest and unleashing their potential.
Like any business, it has people, structures, systems, and processes designed and orchestrated to transform each generation's hopes, dreams, and aspirations into reality.
Bringing Together Your Worlds of...
FAMILY LIFE OFFICE™ SERVICES
CORE SERVICES
Proactive total oversight of the ongoing operations of the family office.
planning
A quarterly cycle to review and update all areas of family wealth with advisors.
culture
Celebrating the family's shared vision, principles, traditions, and behaviors.
governance
The framework for communications, processes,
gatherings, and decision-making.
philanthropy
The framework for family giving that maximizes impact in areas of interest.
family
meetings
Family gatherings to discuss
topics, learn, and share fun and memorable experiences.
rising gen
GROWTH
Learning experiences to grow compentencies, capabilities, and wisdom.
financial
literacy
Training in financial concepts and skills for applying and managing financial capital.
coaching
Increasing self-awareness and personal growth for success & well-being
guidance
Education, gap year, career, and special needs counseling and programs.
Consulting
25+ consultants to support the systems of the family and family enterprises.
peer events
Retreats & Forums for Rising Generations, Leaders, Entrepreneurs, and others.
A PARTIAL LIST OF BENEFITS
matriarch & patriach
Greater Simplicity and Control.
Live your Purpose.
More Time to Focus on what's Truly Important and Enjoy your success.
Impact causes you deeply care to support.
Offload burdens to Focus on your Unique Abilities and Passions.
Eliminate contentious issues and Strengthen Relationships
Grow on all levels.
Leave a Legacy that will ripple through the family generations for the next 100 years.
finances
Have your wealth and plans aligned with your Beliefs, Purpose, and Objectives.
Proactively plan to Seize Opportunities and Avoid Problems.
Be prepared to Overcome Unexpected Challenges and Exponential Change.
Confidence family's wealth is Well-Managed.
Elevation of your Advisory Team's
effectiveness and value.
Comprehensive Support for a surviving spouse unaccustomed to financial complexities and overseeing the family's financial affairs and enterprises.
FAMILY
Position all generations to Thrive, Flourish, and live their Best Life.
Prepare rising generations for success, significance, and well-being.
Unleashing of the family's Full Potential.
Healing fractured relationships and perpetuating Peace and Harmony between family members.
Grow & develop the family's Realms of Non-Financial Wealth—human, intellectual, spiritual, social, and entrepreneurial wealth.
Enjoy Family Unity through a strong Family Culture and Constitution.
Family ENTERPRISES
Prepare Heirs to Lead and Control family enterprises.
Successfully Integrate Family Members into family enterprises while avoiding common pitfalls.
Wise and harmonious Decision-Making between company and family leadership.
Carefully crafted Leadership Succession, Exit Planning, and M&A support.
Thoughtful Business Modeling, Strategic Planning, and Efficient Operations.
Resourcing and coordinating External Consultants to achieve optimal outcomes.
WHY DA VINCI IS A SUPERIOR
FAMILY OFFICE SOLUTION
IMPORTANT QUESTIONS TO ASK A MFO
Da Vinci
Family
Life Office ®
Typical
Multi-Family
Office
[ A Multi-Family Office (MFO) is a provider of Family Office services. ]
Is the MFO an Unbiased Family Advocate serving in a Fiduciary Capacity?
Must the family place $50 to $100 million of Investments under Advisement?
Can the family use their existing Trusted Advisors or any other Advisor they choose?
Do material Conflicts of Interest exist between the MFO and the family?
Does the MFO receive compensation from Selling Insurance, Managing Investments, etc..?
Are the MFO's fees and other forms of compensation Transparent and Fully Disclosed?
Does the MFO provide a Customizable Tech Solution to manage all family office matters?
Does the MFO provide comprehensive Project Management services for ALL family projects?
Does the MFO have a team of experts providing comprehensive Family Governance, Rising Gen Guidance and Development, Conflict Resolution, Coaching, Meeting Facilitation, etc.?
Does the MFO have a team of Human, Family, and Organizational Behavior Experts?
Does the MFO have a team of Family, Business, and Ownership System experts?
Does the MFO focus on protecting & growing both your family's Financial Capital and Non-Financial Capital─human, intellectual, spiritual, social, and entrepreneurial capital?
Does the family have Full Access to their MFO's C-Suite and Maximum Control over family office services and personnel?
Is the MFO a Financial Institution or Private Firm with a focused mission to serve the family's best interests?
Yes
N/A
Yes
No
No
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Private
Limited
Typically
Limited
Yes
Yes
Partially
Limited
Limited
Limited
Limited
Limited
No
Limited
Institution
DISCLOSURE: Financial institutions dominate the multi-family office market which is why they are deemed to be "Typical Multi-Family Offices." Classifications are based on general practices of MFOs sponsored by Financial Institutions; therefore, there could be some exceptions that deviate from the norm.
