Family Performance Case Studies

Using Communication DNA for Transforming Family Communication

Using Financial DNA for Navigating Family Dynamics & Succession Planning

This case study illustrates how Financial DNA was used in the circumstances of building a strategy for the ownership and management of a family's financial interests on the retirement of the patriarch. The approach adopted was for each family member to complete the Financial DNA process before the intricate and emotive financial issues were addressed. The outcome was family buy-in and greater trust because of the transparency and recognition of each person's needs.

Family Business

This example demonstrates how we used Financial DNA to facilitate a conflict that had arisen between 2 brothers over the future strategy of their business and their roles in it. The Financial DNA Discovery Processes were used to uncover each brother's talents, aptitudes, passions and overall personal alignment to the business strategy.

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