Our clients are interested in and committed to using wealth well. Common concerns include discerning what’s next in life and work, disclosing one’s financial status (to whom and when), raising children and influencing grandchildren in the context of privilege, and preparing for wealth transfer.
Fortifind’s services focus on:
- Increasing family members’ level of comfort in discussing challenging topics
- Establishing healthy boundaries amongst family members
- Facilitating change of attitudes and behaviors that commonly hinder effective functioning
- Assisting the family in understanding and healthfully managing family dynamics
- Supporting each family member in using crucial personal strengths that improve their work
- Resolving conflicts and use disagreements constructively
- Communicating constructively on a consistent basis
- Negotiating family and business challenges successfully
- Promoting discussion and action around wealth creation and transfer to personal philanthropic preferences and next generation
- Facilitating family meetings
Sudden Wealth Coaching
This is designed for people who have recently received an influx of wealth through such actions as equity positions in successful businesses, divorce settlements, inheritances, or lottery wins. The goal is to help people healthfully and successfully manage their financial transition and avoid regrettable decisions that sometimes are associated with sudden money events. Issues addressed include dealing with the emotional impact of the money, healthfully managing emotions and assumptions, guarding against exploitation, and creating a life that one desires.