Family Office Advisory

Psychological Advisory for Family Offices

This advisory supports family offices, family enterprises, and complex wealth systems where long-term continuity depends not only on financial and legal structures, but on the stability of human and relational dynamics.

The work focuses on psychological and systemic risk — the often unseen dynamics that undermine succession, governance, and decision-making, even where technical advice is robust.

Across multi-generational wealth, the most costly failures are rarely financial in origin. They arise from unresolved issues of authority, identity, loyalty, rivalry, and role confusion that surface during periods of transition or pressure.

Where This Advisory Is Used

This work is most commonly engaged in contexts including:

• Succession planning and generational transition

• Founder exit, reduced involvement, or loss of authority

• Tension between ownership, management, and family roles

• Governance structures that exist in form but not in practice

• Early signs of conflict, fragmentation, or decision paralysis

• Periods of heightened visibility or reputational sensitivity

Engagement typically occurs upstream of crisis, before conflict escalates into litigation, public rupture, or irreversible structural damage.

How the Advisory Works

The advisory role is systemic, preventative, and decision-focused.

Work is conducted alongside legal, governance, fiduciary, and investment professionals, providing psychological clarity where human dynamics intersect with ownership, authority, and responsibility.

This is not therapy, mediation, or coaching. Where therapeutic intervention is required, appropriate referrals are made. The advisory function remains focused on:

• stabilising decision-making

• clarifying authority and boundaries

• identifying and containing psychological risk

• supporting continuity across generations

Much of the value lies in early recognition of patterns and timely containment, rather than reactive intervention.

Engagement Model

Engagements are discreet, selective, and long-term.

Work is typically conducted on a retainer basis, allowing for continuity, contextual understanding, and availability during periods of transition or volatility. To protect depth and discretion, the practice works with a limited number of families at any one time.

Initial conversations are exploratory and focused on fit, scope, and appropriateness. Introductions via trusted intermediaries are welcome.