A personalized program for family businesses
to build a multi-generational business legacy,
featuring personal coaching,
transformative retreats, and digital tools.
Develop the purpose of leaving a legacy
…whether is continuity and long-term success, preserving values, strengthening family bonds or something else.
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Build the path towards the goal
What are the practical steps based on learnings from other family businesses.
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Stay on the chosen path
Get support along the path for family business members and inner circle
We help navigate through the five gates of family business success
Establish a shared purpose, vision and values for the business.
Prepare successors for leadership roles.
Develop a plan to preserve and pass down wealth.
Ensure profitability, strong financial position and growth
Implement effective governance structures.
1. We help families in family businesses achieve alignment, collaboration and a shared commitment
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Shared purpose, vision and values: Establish shared purpose, vision and set of values that guide the family and business decisions.
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Family spirit and unity: Create connecting experiences that build trust and resilience between family members. Schedule family meetings and retreats to discuss business matters and celebrating individual and collective wins
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Family governance structures: Implement family governance structures, such as family assemblies, councils, or boards. Help create a formalized platform for decision-making and facilitate family alignment. Support individuals' thriving and evolving in their roles
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Conflict resolution mechanisms: Establish mechanisms to address and resolve conflict among family members. Help maintain harmony and alignment within the family.
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Philanthropy and social responsibility: Engage family members in philanthropic activities or social responsibility initiatives to create a shared sense of purpose.
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Family communication plan: Create a communication plan that outlines how family members will stay informed and engaged with the family business, including regular updates, and meetings. This is relevant regardless of the size of the family..
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2. We develop next generation leaders
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Mentoring and coaching: Establish mentoring relationships as support during the leadership development process.
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Networking and industry exposure: Support next-generation leaders in prioritizing their time and curating the right events schedule (industry conferences, workshops, and networking events) to broaden their perspectives and develop relationships with key stakeholders in the industry.
Leadership development programs: Implement leadership development programs specifically customized for each family member.
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Succession planning: Create a structured succession plan that outlines the process and timeline for the transition of leadership roles. Ensuring a smooth and successful handover to the next generation.
3. We work with you on business success
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Strategic planning: Develop a robust, long-term strategic plan aligned with the family's purpose, vision and values
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Financial management: Establish prudent financial management, including budgeting, cash flow management, and investment decisions
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Human resources management: Attract, retain, and develop skilled employees and management, including both family and non-family members
4. We help build effective family and business governance
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Right structures and processes: define the right type of governance based on size and complexity
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Family constitution or charter that outlines the guiding principles, policies, and procedures
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Family council designed specifically for the individual needs and configuration of the family, ensures alignment between the family and the business.
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Professional board of directors including a mix of family and independent, non-family directors
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Governance audits: Regularly assess the performance of key stakeholders, including family members and independents.
5. We bring everything together in a wealth management plan
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Family wealth plan: Create a comprehensive financial plan, encompassing both business and personal finances.
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Investment diversification: Advise an investment strategies to diversify the family's wealth, manage risk, and generate returns that support the family's objectives and risk tolerance.
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Family office services: Engage family office services to provide a centralized approach to managing the family's wealth, investments, and other financial needs.
A Guided Journey for Your Family Business Legacy
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Owning a flourishing family business is an incredible achievement, but navigating the unique challenges of managing the business, nurturing family harmony, and ensuring a lasting legacy can be daunting. We distilled the wisdom from successful companies and families, drawing upon decades of experience and hundreds of research pieces, to create a tailored journey just for you and your circle.
We kick off the program with a two-day family retreat in Zurich, blending educational sessions with experiential activities and luxurious team-building events, all designed to foster communication, collaboration, and growth within the family business, while showcasing what Wealth Circle has to offer.
Our approach begins with an in-depth assessment across the five gates to family business success: Family Alignment, Governance, Leadership Development, Business Success, and Wealth Management.
This allows us to create a personalized journey, tailored to your specific needs and priorities. As you progress, the path adapts, ensuring continuous growth and development.
Wealth Circle offers an integrated experience, including online access to resources, in-person consultations, immersive retreats, and exclusive networking opportunities. Our expert guides and curated content support the development of next-generation leaders, enhance governance structures, and strengthen family bonds.
A Case
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Meet Family A, who embarked on a journey with Wealth Circle to navigate the unique challenges of their family business. In the first year, their journey focused on family alignment and governance, following a structured sequence of activities tailored to their specific needs.
Family A's journey began with an on-line assessment and in-person consultation. Based on this assessment, a series of family alignment activities were designed to foster open communication, regular meetings, and a shared vision for their future.
Over the next few months, we supported Family A to develop a governance charter outlining their values, policies, and decision-making processes, ensuring all members understood their roles and responsibilities in the family business. As part of the process, they also established a family council to oversee governance and manage family affairs.
To further accelerate the progress, Family A attended their first quarterly retreat, a three-day immersive experience focused on family alignment. The retreat included team-building exercises, workshops on effective communication, and facilitated discussions to help them establish a shared vision and goals for their family business.
Throughout the year, Family A had access to customized online resources and tools to get exposed to best practices in family alignment and governance. With a progress on family alignment achieved, Family A attended a second retreat dedicated to governance. This retreat aimed to strengthen their family business's governance structures and processes. Expert speakers provided insights on best practices and strategies for implementing robust governance, leading to better decision-making and accountability within the family. As a result, Family A decided to add external board members to their governance structure, enhancing the overall effectiveness of their family business's decision-making process.
By the end of the first year, Family A had made significant strides in improving family alignment and governance, setting the stage for continued growth and success in the years to come.
Team
Raluca Alexandru
I am an experienced money manager and advisor to wealthy families around the globe, an inquisitive and fun interlocutor for clients and peers alike and an avid consumer of joie du vivre.
I am an experienced money manager and advisor to wealthy families around the globe, an inquisitive and fun interlocutor for clients and peers alike and an avid consumer of joie du vivre.
Family alignment
Dorina Serban
I am an experienced money manager and advisor to wealthy families around the globe, an inquisitive and fun interlocutor for clients and peers alike and an avid consumer of joie du vivre.
I am an experienced money manager and advisor to wealthy families around the globe, an inquisitive and fun interlocutor for clients and peers alike and an avid consumer of joie du vivre.
Mia Forbes Pirie
I am an experienced money manager and advisor to wealthy families around the globe, an inquisitive and fun interlocutor for clients and peers alike and an avid consumer of joie du vivre.
I am an experienced money manager and advisor to wealthy families around the globe, an inquisitive and fun interlocutor for clients and peers alike and an avid consumer of joie du vivre.
XXX
I am an experienced money manager and advisor to wealthy families around the globe, an inquisitive and fun interlocutor for clients and peers alike and an avid consumer of joie du vivre.
I am an experienced money manager and advisor to wealthy families around the globe, an inquisitive and fun interlocutor for clients and peers alike and an avid consumer of joie du vivre.
XXX
I am an experienced money manager and advisor to wealthy families around the globe, an inquisitive and fun interlocutor for clients and peers alike and an avid consumer of joie du vivre.
I am an experienced money manager and advisor to wealthy families around the globe, an inquisitive and fun interlocutor for clients and peers alike and an avid consumer of joie du vivre.
XXX
I am an experienced money manager and advisor to wealthy families around the globe, an inquisitive and fun interlocutor for clients and peers alike and an avid consumer of joie du vivre.
I am an experienced money manager and advisor to wealthy families around the globe, an inquisitive and fun interlocutor for clients and peers alike and an avid consumer of joie du vivre.
XXX
I am an experienced money manager and advisor to wealthy families around the globe, an inquisitive and fun interlocutor for clients and peers alike and an avid consumer of joie du vivre.
I am an experienced money manager and advisor to wealthy families around the globe, an inquisitive and fun interlocutor for clients and peers alike and an avid consumer of joie du vivre.
XXX
I am an experienced money manager and advisor to wealthy families around the globe, an inquisitive and fun interlocutor for clients and peers alike and an avid consumer of joie du vivre.
I am an experienced money manager and advisor to wealthy families around the globe, an inquisitive and fun interlocutor for clients and peers alike and an avid consumer of joie du vivre.
XXX
I am an experienced money manager and advisor to wealthy families around the globe, an inquisitive and fun interlocutor for clients and peers alike and an avid consumer of joie du vivre.
I am an experienced money manager and advisor to wealthy families around the globe, an inquisitive and fun interlocutor for clients and peers alike and an avid consumer of joie du vivre.