I was sitting in a meeting with some family wealth advisors recently when someone said: “We want to offer coaching and facilitation to families we work with — but we don’t know when to suggest it, or how.” It didn’t sound like a problem to solve. It sounded like something advisors feel before they can name it. I’ve heard versions of this from many advisory teams, and over time I’ve started to notice some patterns. Often the conversation has already shifted when: • the data ar

In every family enterprise, there comes a moment when a rising-gen leader needs more than advice, they need a place to think. The most powerful mentoring relationships involve thoughtful conversations where a rising leader can think out loud, test ideas, and explore the internal conflicts that shape their decisions. In my experience, what rising-gen leaders want most is a place to strengthen their own judgment. Someone who listens closely, helps them see patterns, and encoura

From a trustee’s vantage point, many succession risks don’t start with documents or structures. They start earlier when beneficiaries haven’t had a protected place to develop judgment, self-regulation, and relational capacity. When that development is delayed, trustees inherit downstream issues that look like leadership or governance problems. Preventive mentoring works upstream. It strengthens decision-making before authority, control, or roles are on the table. Used well, i