Leading family meetings and retreats
Creating family mission statements
Psychological opportunties and challenges of earned, inherited and sudden wealth
Developing family governance structures
Handling family conflict and family dynamics-mediation and conflict resolution in famiies and family busineses
Preparing the next generation for the responsibilities of wealth
Certifying and guiding professional advisors
Best practices of successful wealthy families
Facilitating communication in the family
Wealth Psychology: Families, Family Businesses and Advisors
Individuals, couples, and families of wealth, as well as family businesses, face a multitude of unique issues. We offer advisory and facilitation services in order to maximize the opportunities and minimize the risks of wealth. We use a pragmatic process to navigate the psychological issues of wealth in a way that reflects the identified values of our clients.
ADVISORS & ORGANIZATIONS
MMCI works with financial institutions, family offices, philanthropic organizations, and professional advisor groups, providing educational workshops and public speaking programs. We offer professional advisor training and certification including our proprietary "Wealth and Life Planning System".
Our services bring together senior level capacity in business and psychology to advise and mediate conflict. We work to increase the chances of reaching agreement even in situations that appear deadlocked. Typical issues include: estate planning, inheritance, trusts, marriage, divorce, and business issues.
CONSULTATION & EDUCATION
Programs and services on topics such as: