Next Generation Education, Resolving Family Conflict, Defining Family Legacy, Effective Governance Structures, Reaching Decisions Together, Addressing Parental Concerns, Teaching Communication Skills, Financial Education
Strategic Investment Management:
Commodities, Real Estate, Private Equity, Art Collectibles, Foreign Exchange, Fixed Income, Water Agriculture, Equities
If a family does not ensure that the next generation have a solid financial education in understanding asset allocation, reading balance sheets, judging business ideas being pitched to them and assessing investment managers, then they will find it difficult to protect the family’s wealth during their lifetimes.
Corporate Governance, Dividends, Voting Control, Board Membership, Long Term Strategic Planning, Family Operating Roles, Shareholders’ Assembly, Non-Family Directors
Similarly, if a family owns an operating business and they cannot reach decisions together, are unable to address parental concerns and do not successfully manage conflict, this will ultimately undermine the family’s ability to work together to run a successful family enterprise.
Inheritance Planning, Wills, Philanthropy, Tax Planning, Insurance, Family Constitution, Disbursement per stirpes / capita
The most successful families focus on nurturing and growing their Human Capital. This is because they know a family’s Human Capital directly impacts its ability to preserve, protect and grow the family’s Financial Capital.
Equally, in terms of building a sustainable legacy, if a family cannot define their purpose and goal over multiple generations, align around a shared set of values and govern themselves effectively, the family’s legacy will most likely lead to conflict and litigation in future generations.
These aspects of family interactions can ultimately deplete a family’s Financial Capital. They arise from not putting the appropriate care and emphasis on the development of a family’s Human Capital, that is to say, by not nurturing and capitalising on all family members’ unique skills, the quality of their interactions and their ability to work together across generations as a single team with a shared goal in mind.
Very few professionals can work across all generations of a family to preserve and increase their Human Capital. This is precisely what we focus all our efforts upon.
Oxford Place do this by educating the next generation, empowering parents, resolving disputes and teaching a wide range of skills which positively transform the way members of the family relate to one another. In this way, we help families strengthen their Human Capital which in turn serves to protect and preserve their Financial Capital.