Claim Your Flame

As a lifelong optimist and a believer that each of us has the intrinsic drive for meaningful contribution, I approach my work with clients - individual rising gens, affluent families, and enterprising families - through a lens of strength. 

By beginning with the assumption of strength - believing there are always components of the family system that are working well rather than approaching a family system as a problem that needs to be fixed - we can leverage what is already good and already works to fuel our work. 

Balancing vision and creativity with pragmatism and action, I support my clients to strive for a higher level of individual and family well-being and clarity, while creating the systems and processes to support their success in doing so.

The thinking partnership we create together becomes a laboratory - an intentional, safe, and well-facilitated space where we can design and test our ideas, insure alignment between vision, values, and family culture, and brainstorm the most effective and efficient way to catalyze positive change within the family system. 

Based on our thoughtful and collaborative work in the “laboratory,” we are able to more effectively and efficiently introduce the right processes, policies, governance, and support to meet the family and the enterprise where they are at, igniting forward movement.

This work is real, messy, powerful, clarifying, and momentum-inducing. Because progress never happens in a straight line, we have five agreements we ask clients to always keep in mind:

• We celebrate stretch over polish.

• We bear witness to significance.

• Our Thinking Partnership is both reliable and expansive.

• We embrace the duality of creativity and pragmatism.

• We ignite possibility.

To learn more about my approach, visit my Media page.  Also, see my new book & its book trailer, which draw upon my process and consulting.