Great families stand the test of time.
They are bound together by legacy, business, and community impact.
Purpose, when used properly, is a compass, a motivator, and an opportunity.
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Defining the family enterprise
Family Assets
- Guiding principles & values
- Shared purpose creating unity
- Holistic well-being as top priority
Financial Assets
- Sustained purchasing power
- Tax planning & wealth transfer
- Trustee & beneficiary education
Philanthropic Assets
- Community visibility & impact
- Planning giving vehicles
- Shared philanthropic values & mission
Intellectual Assets
- Leadership development & succession
- Generational experience sharing
- Wealth education
How we interact with your family
Working with all family members, we help identify, develop and maintain long-term goals for generations to come. We work to empower each person to take ownership of the family’s vision through their respective circumstances and priorities.
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Family Meetings
We organize regular family meetings to foster open dialogue and discuss financial plans, long-term goals, and legacy aspirations.
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Legacy Planning
We assist you in creating a comprehensive legacy plan encompassing financial wealth, values, and non-financial assets, like family aspirations, traditions, and philanthropic goals.
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Wealth Education
We provide financial education literacy programs tailored to family members of all ages, empowering them to take an active role in the family’s financial situation.
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Family Governance
We help implement and manage family governance structures, such as family councils and charters, to formalize decision-making processes and clarify roles and responsibilities within the family.
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Philanthropic Initiatives
We advise on and manage philanthropic endeavors that reflect the family’s values and legacy, helping the family make a positive impact on society together.
![](https://monetagroup.com/wp-content/uploads/2024/04/financial-advocate.webp)
Conflict Resolution
We can act as a neutral mediator in case of conflicts among family members, helping to find solutions that align with individual and collective goals.
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We are a member of the Family Office Exchange (FOX). FOX is the world’s leading peer-to-peer network for ultra-wealthy families and their advisors and is the leading authority related to matters of sustaining wealth across generations.