We cannot change a reality we deny or do not know exists. That is why our process starts with getting to know well each family we serve.
During this process, each family member gets to have their voice heard. Often families engage Eredità when they are facing an important decision, transition, or conflict. Hearing from each family member is an important part of helping families navigate these well.
The initial phase of engaging a new client family is called Discovery. It includes a confidential questionnaire and individual interviews.
We confidentially collect information from each family member, key non-family employee (when a family business or family office is involved), and key advisor. We assess — from each individual’s vantage point — strengths, challenges, accomplishments, and opportunities. We learn about preferences, priorities, and personalities, as well as the health of family relationships, communication, and family dynamics.
Discovery concludes with a Family Meeting, which is tailored to the preferences of the family. At the Family Meeting, observations and recommendations from the Discovery process are shared. The meeting may also include educational components.
Based upon Discovery findings, the family establishes priorities for our work together during the second phase, called Action. Action includes a variety of meetings. Some meetings are conducted in-person. Others may be conducted virtually. Meetings may involve all stakeholders (family and non-family), a single family member, or any mix in between. Meetings are solution-focused and goal-oriented.
Each family’s engagement is tailored for their priorities and preferences. Frequent areas of concentration during Action include communication, boundaries, conflict resolution, succession planning, leadership development, family decision making (governance), and strategic planning.