Our Tools & Research

We are delighted to offer a constantly updated set of “tools” for use by family offices and family-owned businesses.
Our Simple Agile Strategy framework helps us design and build agile, purpose-driven families.

More about the tool

We have compiled ten trends which are expected to have a significant impact on where family offices should focus their attention in 2019.

Read the Report

Our Family Canvas is a tool to help your family business map and understand your status quo, clearly define a common vision, and help plan for the future.

More about the tool

Using this self-assessment survey, you can see where you fall in terms of your soft asset focus. Then you can use this information to develop your own Soft Asset driven strategy.

Take the survey

The Soft Asset canvas maps your enabling soft assets and builds a strategy for achieving desired outcomes around agility, engagement and becoming more value-driven.

Coming soon!

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