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You've built success, but now the question looms: How do you ensure your family's values, wealth, and impact endure for generations to come?

Family Charter Course: your guide to crafting a shared vision that transcends financial inheritance.

Who This is Designed For

  • Business Owners and Executives: 
    Secure the future of your family enterprise by aligning family values with wealth asprations. Foster collaboration and communication across generations.
  • High-Net-Worth Families: 
    Go beyond simply transferring wealth. Create a framework for responsible stewardship, shared purpose, and meaningful contributions to future generations.

In this immersive course, you will:

  • Discover the power of a Family Charter: 
    Understand the profound impact it can have on family dynamics, communication, and decision-making.
  • Define your family's core values: 
    Identify what truly matters to your family, guiding future generations and ensuring wealth serves a larger purpose.
  • Craft a vision for the future: 
    Collaboratively develop a roadmap for your family's legacy, including business succession, philanthropy, and personal aspirations.
  • Address key considerations: 
    Navigate sensitive topics like wealth distribution, conflict resolution, and family governance structures.
  • Build a lasting legacy: 
    Create a document that empowers your family to thrive and contribute positively for generations to come.

The Family Charter Course is more than just a workshop, it's an investment in your family's future. It's about fostering unity, aligning values, and leaving a legacy that extends far beyond wealth.

Are you ready to build a legacy that truly matters?

The course is split into three 2-hour sessions as well as individualised coaching over six weeks. 

Private family sessions are available. Please contact us directly to discuss available options. 

Family Charter image

Family Charter

NZ$8,625.00

Pricing is excluding GST