A small, invitation-led engagement for individuals navigating real capital decisions within family and closely held structures, where responsibility is emerging, often before formal systems are in place.

Who It Is For

• Founders approaching transition
• Individuals managing growing or complex capital
• Next-generation participants already involved in governance responsibility

What it involves

A structured, case-based process centred on participants’ own situations.

The work focuses on:

• Clarifying current structures
• Identifying points of fragility
• Establishing governance systems that can hold under pressure

It is practical, decision-focused, and grounded in real scenarios.

Format

• Small cohort
• Delivered over a period of 2-3 months

Sessions are spaced to allow participants to reflect on their own family context between engagements.

Cohorts are convened in person, with location determined based on the composition of each group.