For the peoplefamilies trust.
Lawyers prepare the structure. Bankers prepare the wealth. Second Chair™ prepares the person. If you advise a family whose successor is not yet ready to lead, this is where the work fits.
The same family, seen from your side.
Each page below describes the work from one advisor's seat: what you may recognise in the family, where Second Chair™ sits beside your own work, and how a private conversation begins.
The scope stays narrow on purpose. The structure, the wealth and the numbers remain with you. The work is the person who will lead.
- For accountants and CPAs who advise family businessesYou see the business through its numbers, often for decades. Sometimes the numbers are in good order and the person about to own them is not yet heard.
- For estate, trust and succession lawyersThe documents can move the shares, the votes and the title. They cannot make a board follow the person who receives them.
- For family business and governance consultantsYou help the family agree the rules. This page is about preparing the one person who will have to lead inside them.
- For family office executives and advisorsA family office sees the next generation up close, often for years. This page is for the moment one of them has to lead the operating business.
- For private bankers and wealth managersYou have prepared the family's wealth for the next generation. This page is about the person who will have to lead the business that created it.
Nothing about a family leaves the room.
We do not publish case studies. We do not name the families we work with. Every engagement begins under a mutual NDA.
The parent receives a monthly briefing on progress and priorities. What the successor says in sessions stays between coach and successor.
The handover will happen either way.
Request a private conversation