How well do you know the family you serve? How would your job satisfaction increase if you felt aligned with the values of your family employer? How would you guide the rising generation in learning the skills they need to be good stewards of their wealth?
By helping families articulate values and the purpose of their wealth, we are in a unique position to help family offices align their mission with the goals of their clients. We have worked with single as well as multi-client family offices to address leadership challenges, create employee team alignment and evolve internal organization.
Services For
Family Offices
Family Office Team Alignment
Great family office teams stick around and love coming to work.
When family office management and staff understand the purpose of their client family’s wealth and the values shared by the members of the client family, they can use this information to serve their clients more effectively.
Graddha offers workshops to family office teams to help them work better together, incorporating their clients’ shared values into their work. At these retreats, team members :
Define and align the purpose of their work with their clients’ purpose
Position the family office as an extension of the family system
Learn each other’s communication styles
Build their rapport with each other
Rising Generation Training
There’s a lot to learn. Some family offices aren’t staffed for this task.
The family office is often an integral part of preparing the rising generation for their roles as investors, stewards, philanthropists, and participants in family enterprise. This is an enormous challenge, because it requires the family office to address both skill building and family dynamics.
Graddha delivers customized and proprietary rising generation training in partnership with the family office to make sure the family’s educational needs are met. This includes:
Financial Engagement Guidance
Inheritor Preparation
Beneficiary - Trustee Relationship Guidance
Philanthropy Training
Family Governance Planning
