Evading the Transition Trap

Generational preparedness the key to thriving Family Offices. 

Family Offices are dependent upon the inherent lifecycle of family members themselves. The unique challenge for high-net worth families lies in developing the potential within the family at all ages and stages. Finley & Associates encourages a close look at each adult family member, engaged or not, for their potential to contribute to the family’s legacy or business success, as a means of sustaining long term unity.

Capacity Building

Its common for managers in non-profits and social enterprise to rise to senior leadership team roles with little experience outside their functional expertise. We assess, educate and coach inter-disciplinary and leadership team skills and best practices. We co-create an program that develops baseline financial acumen, communications and listening skills, assessing and segmenting target markets, and business risk assessment.

Executive Mentoring

Individual development plans for leaders undertaking new roles or leading their organization through significant change. Development plans address personal aspirations and knowledge gaps, and cultivate financial acumen, stakeholder engagement, leadership team bulding and interpersonal conflict management. Ongoing assessment, coaching and feedback sessions are typically incorporated.

Custom Seminars and Workshops

Leadership Essentials seminars customized for your leadership team to learn together: Governance Basics; Strategic Human Resources; Building Trust; Developing Performance Metrics; case studies from related sectors.

Succession Planning

Succession plans for CEO, other Executive roles, Board and governing bodies, that account for a wide variety of scenarios and timing (e.g., sudden vacancy, extended leave, illness or retirement)