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.