Typical client
Next generations 18-35
Children and grandchildren of entrepreneurial families in technical training or at the beginning of their involvement with the family wealth. Dedicated 1:1 program.
NextGen Coaching
Coaching programs for the next generations of the family.
Training and coaching paths for the next generations of entrepreneurial families: understanding the wealth, role in governance, ability to engage with advisors and managers, and the development of a personal view of one's relationship with the family wealth.
Who it's for
Who this practice serves.
Typical client
Third-generation cousins
Members of wealth families at the third or fourth generation, with reduced operational exposure to the family business but a growing governance role.
What we do
NextGen Coaching.
- Dedicated 1:1 programs for the next generations (ages 18-35).
- Technical training on asset classes, wealth structure, governance.
- Building the ability to engage with advisors and managers.
- Support in shaping a personal role relative to the wealth.
The method
How we work.
01
Initial assessment
Understanding the participant's profile, personal aspirations, relationship with the wealth, and the family's expectations. Alignment with the seniors.
02
Technical curriculum
Sessions on asset classes, wealth structure, governance, taxation, risk management. Training tailored to the starting level and the participant's evolution.
03
Soft skills
Building the ability to engage with external advisors, managers, bankers, and other family members. Shaping a personal view of one's role.
04
On-the-job support
Progressive participation in holding board meetings, family office investment committees, meetings with advisors. Growing responsibility over time.
Output
What we deliver.
Every mandate concludes with concrete, formal, and archivable deliverables.
- Personalized development plan
- Monthly 1:1 sessions
- Support at governance meetings
- Quarterly reviews with the seniors