BACKGROUND
A single family office needed to take stock of progress made to date, validate their vision for 2025, and recommit key family members to the vision.
APPROACH
Detailed interviews and psychometrics with each family member to understand their style, experience, capabilities and personal aspirations
Private retreat in a secluded resort in Bali to facilitate three days of one-to-one sharing, feedback sessions, reflection and brainstorming
Alignment around key projects and key governance processes
OUTCOME
The project gave a clear sense of direction to the family members including:
- A strong sense of individual and collective ownership and (re) commitment to the family vision and mission
- A renewed appreciation for each family member’s strengths, vulnerabilities, and personal aspirations
- A clear delineation of projects (organisational and otherwise) that must be tackled to achieve the family’s vision for 2025
- A follow up plan to progressively include non-family professionals and secure their commitment to the vision