What is Abundance
We talk a lot about Abundance. What do we mean about this and how does this fit in with our holistic family office approach?
Abundance
of Wealth
The abundance of Wealth describes your wealth in assets, both financial and intellectual properties.
Abundance
of Time
Time is a limited resource. If you focus on what you are truly good at, you spend more and more time on activities that interest and invigorate you.
Abundance
of Relationships
With our services, we establish, aid, and guide a family council. We have seen, time and again, the value of having a good team of advisors.
Abundance
of Purpose
The Purpose goes hand in hand with Legacy. What do you and your family want to build for a long-lasting legacy?
Our Family Office Services
We offer a holistic approach to Family Office Services. We help our clients to pass on their family’s Abundance to the next generation. For this, we have developed our tools: a Financial Reporting tool that provides you with the necessary insight into the asset management conducted by external asset managers and various tools and processes to create and enhance a Family Council.
Our Services
Family Council Consultation
We provide families with the tools and support needed to set up and enhance their family councils. The services range from active support in family council meetings to the provision of multiple tools for the ideation and execution of initiatives with the family council along the four lines of Abundance of Wealth, Abundance of Time, Abundance of Relationships, and Abundance of Purpose.
Next to this we also provide training, coaching, and sound-boarding to family members on family council-related issues.
Financial Reporting
Our Financial Reporting provides you with the insights needed to rest assured that the asset managers are working effectively. Financial Reporting does not end with the presentation of a report. We actively seek out asset managers to gain from a process of constant improvement of returns and a lowering of risks. All while being consistent with your larger strategy and financial needs to fulfill your Purpose.
We do not engage ourselves in asset management so we can operate independently.
Our Products
The Family Council Canvas
Families needed more than financial advice. They needed help building trust, strengthening communication, aligning values, and defining long-term purpose. Without this alignment, advisors can’t deliver truly meaningful guidance, and families risk losing their legacy.
Our collaborative tool that helps families and their advisors align around values, goals, and strategies.
Our Latest Blog Articles
Dissecting a Dissertation: Family Wealth and the Illusion of Simplicity
Girolamo Macchietti - The Charity of St Nicholas of Bari Part 4/20 of the Dissecting a Dissertation series Dissecting a Dissertation explores the structural tensions within modern wealth management. Based on my …
A Case Study: The Ford Succession
ModelTMitch - 1925 Ford Model T touring A boy of humble background leaves home at sixteen, carrying little more than mechanical curiosity. By twelve, he was already repairing watches; by his early …
Inside the Data: Is Your Manager Taking Unauthorised Risks to Chase Yield?
Why “Compliant” Dashboards Fail Families and What to Do About It Fernand Léger - The City The Reporting Gap Most financial reports are written by the very people managing your money. By …