Does your Family Office meet your needs?

Family offices come with their very own challenges because of the family’s dual role, being both the client and the business partner. We assist in family office formation, goal-setting and measurement, review, and transformation.

Reach out to Greg McCann to learn more about what we can do for you.

  • Family Office Formation

    At the roots of every effective family office is a crystal-clear family vision, a set of sensible objectives, and a clearly outlined scope of responsibilities. Should your family office be primarily concerned with your financial dealings, or should it be responsible for fostering family engagement and education? How can the two be aligned and support each other? Our consultants bring years of (in many cases, personal) experience in dealing with family offices and can provide the necessary outside perspective to support you in building the family office that best fits your needs.

  • Family Office Review

    How well does your family office serve your family shareholders’ needs? Do you have the right talent in place, with the right personalities, and appropriate competences? Is the scope of responsibilities (still) the right one? When was the last time you stepped back and systematically reviewed your family office to identify strengths as well as opportunities for development? Using a fully customized, multi-stage and multi-method process we assess family office functionality and contribution and identify short and long-term areas for improvement.

  • Family Office Leadership Search

    For the family office to reach its full potential, it is important to rely on leaders who not only possess expertise in successfully building and stewarding wealth, but are also capable of shaping the culture of the family office while sparking family engagement and enthusiasm. Our family office practice brings a deep understanding of the family office space, combined with an extensive network of contacts and relationships. Building on our proven and rigorous multi-step process for board formation and director searches, we assist families in defining the characteristics and requirements for the leadership role, conduct the search process, and assist with onboarding and subsequent coaching.

  • Family Office Leadership and Team Development

    The complexity and rate of change that the leaders of family offices must contend with calls for agile leadership that can maximize their team’s potential and enable the group to enact opportunities and anticipate obstacles. We collaborate with leaders of family offices to develop an ongoing practice to develop their capacity for emotional intelligence, strategic thinking, and agile leadership. Ultimately, these leaders can take greater responsibility for shaping the culture of the family office and even cultivating a positive influence on the culture of the client family.

Reshaping Reality: Unlocking the Potential of the Single Family Office

In this edited collection, some of the most influential thought leaders in the field today argue that many single family offices have accomplished great things – and now is the time to consider the next step in the field’s evolution.

Based on an analysis of changing perceptions and realities around wealth, it explores common “design flaws” in the development of single family offices and the potential for greater relevancy, leadership development, learning, and more.

Reshaping Reality is written for family leaders, single family office leaders, and others interested in the field. It is edited by Jill Barber, President of CYMI Holdings, and Greg McCann, co-founder of Generation6 | Family enterprise advisors.

“If you have one rising generation family or affinity member who is voluntarily a client of your family office or one you represent—well done—then please read this book to know how to encourage more. If you have no such family member, you must read this book, and you might have one join.”

James E. Hughes, author of Family Wealth: Keeping it in the Family