NextGen and Family Office Advisory
We work with NextGen leaders to translate their personal ambitions into clear strategies for wealth, business, and purpose. Whether it’s expanding into new sectors, scaling their family business, or shaping governance, we help them chart a future aligned with their strengths.
While family offices play a critical role in governance and allocation, we position them as one piece of the NextGen toolkit. We advise on how family offices can evolve to reflect NextGen priorities and integrate with their broader ambitions. We help establish the family office team aligned with the culture of the family and required capabilities.
- Unified vision planning
Aligning the priorities of current leadership and NextGen to define a shared roadmap. - Governance and continuity systems
Setting up decision frameworks, ownership structures, and reporting systems that preserve harmony and efficiency. - Wealth and business alignment
Linking capital allocation with family purpose and long-term strategy.
Curation of Private Investment Pipelines
Families are increasingly seeking to invest beyond traditional portfolios — in opportunities that reflect their vision and long-term values. We curate and structure private investments that align with both financial goals and legacy priorities, blending capital strategy with purpose.
- Opportunity sourcing
Identifying and evaluating high-quality private investments across sectors such as consumer, sustainability, tech, and innovation. - Strategic partnerships
Facilitating co-investments and syndications with trusted investors, GPs, and peers. - Portfolio structuring
Building diversified, resilient portfolios with clear reporting and governance frameworks.
Curation of legacy assets and experiences
Every legacy begins as a memory — a moment of beauty, purpose, or connection. Over time, those memories become heirlooms: a collection, a home, a tradition, a story. Experiences are investments families make in shaping culture, values, and connection across generations. We help families curate these memories into living legacies, through meaningful experiences and enduring assets that evolve with each generation.
- Bespoke immersions
Curated global programs and retreats that deepen understanding of wealth, purpose, and innovation. - Cultural and learning journeys
Cross-generational experiences designed to strengthen family identity and shared vision. - Legacy asset curation
Guidance on building and preserving collections such as art, heritage properties, and cultural investments that reflect identity and long-term legacy. - Legacy Events
Access to global art, philanthropy, and knowledge gatherings that reflect the family's story and values.
