© 2015 by Dynamic Legacy Inc.

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Family Enterprise Services
Facilitation of Family Meetings

Whether attending as facilitator or creating a full multi-day retreat agenda, Susan has worked with families of 4-54 to provide an exceptional experience with tangible results. Variables can include Effective Communication, Engagement & Stewardship, Wealth Dialogues, Transformational Leadership, Culture Continuity, 10 year plans & Global Best Practices.

Substantive Mandates

Negotiation of Shareholders Agreements, Providing Single Family Office <> Multi Family Office Transition Strategies, Advising on Operational Business Contingency Plans, Crisis Management, Family Business Mediation & Conflict Resolutions.

Advising and securing financing of family enterprise transitions. Facilitating direct family office to family office real estate opportunities.

Intergenerational Family Education

Curated curriculum derived from global best practices, leading Academic Institutions, thought leaders and industry professionals. Customized programs delivered in an open or closed format with exclusive invitations to other family offices and family enterprises. Wealth Creator programs, Next Gen programs, Intergenerational programs and curated audiences.

Philanthropic Impact

Elevating client's purpose through radical collaboration with individuals, groups and organizations.

Family Office Operational Efficiencies

Having worked with Family Offices in the 100 M- 20 B range, best practices emerge and can be optimized to provide operational efficiencies.