Bespoke Advisory
Your family’s strengths, complemented by ours.
Deep experience, real expertise, and an independent perspective — brought to your family’s legacy strategy.
Conducted personally by Mark Haynes Daniell
High-Level Strategic Audit
Each year, Mark personally works with a small number of families. He reviews your whole legacy strategy and helps you set a clear direction for the years ahead.
Preparation
Mark spends one to two weeks studying your family’s situation before you meet, so your time together is focused from the start.
On site
Three to five days with your family, wherever you are. Mark meets each of you, listens closely, and asks the hard questions.
The findings
You receive a clear written summary: your strengths, the risks to address, and the priorities to focus on next.
Led by our team of senior advisors
Bespoke Strategic Advisory Engagement
Our senior advisors work with you on one priority, several, or your whole legacy strategy, and stay with you until it’s in place.
Phase One
Diagnosis
We get to know your family’s history, current situation and goals, and identify where to focus first.
Phase Two
Design
Together we build your strategy, for one element of the Integrated Legacy Strategy™ framework, several elements, or the framework as a whole.
Phase Three
Implementation
We turn the strategy into detailed plans and stay alongside you as you put them into action, directing your resources where they have the greatest impact.
Our particular areas of focus
The terrain we know best.
Click any area to see what it includes.
Integrated Legacy Strategy
See detailsIntegrated Legacy Strategy
- Based on the ILS™ framework
- Ten interconnected elements
- Tailored to your family
Effective Leadership, Governance and the Family Constitution
See detailsEffective Leadership, Governance and the Family Constitution
- Trusted and effective leadership
- Formal governance (Family, Business)
- Succession planning
- Clear documentation including the Family Constitution
Generational Transitions and NextGen Education
See detailsGenerational Transitions and NextGen Education
- Three-phased approach to generational transitions
- Clear roles and responsibilities
- Technical and emotional readiness, individual and collective
- Preparation of NextGen family leaders
- Education of the whole family
If you want to go fast, go alone.
If you want to go far, go together.
Family Business Strategy
See detailsFamily Business Strategy
- Natural advantages and challenges of family business
- Three-phased approach: diagnosis, design, implementation
- Consideration of ‘hard’ and ‘soft’ factors
- The family’s role in ownership, leadership, governance, and strategy
- Short, medium, and long-term horizons
Strategic Transactions
See detailsStrategic Transactions
- IPO, sale, or balance-sheet restructuring
- Changes in the business portfolio
- M&A, JVs, and co-investment
- Diversification and growth strategies
- Major finance and investment events
Family Office and Ecosystem
See detailsFamily Office and Ecosystem
- Family office design
- Advisor ecosystem
- Institutional relationships
Family Dynamics
See detailsFamily Dynamics
- Understanding family culture and enhancing communication
- Strengthening unity and improving relationships
- Addressing individual issues
- Avoiding conflicts and resolving disputes
- Responding to internal and external influences on the family’s future
Your family deserves
a strategy that works.
Why us
What it means to partner with us.
Our promise to you
We sit on your side of the table and bring experience, expertise, creativity and a highly resourceful team of senior advisors to support you. As dedicated advisors, with no conflicts of interest, our only goal is your family’s success.
Shared Experience
Our team isn’t just made of experts — many of us come from legacy families ourselves. We understand the heart of your journey because we’ve lived it.
A World of Knowledge
Access to our private library of global best practices and cutting-edge research — helping you navigate your unique challenges with confidence.
Listening with Care
We start by listening. We take the time to really understand your family’s whole story — then build a results-driven strategy around it.
Complete Discretion
Working on sensitive matters requires absolute trust. Your family’s information is handled with the highest level of confidentiality and discretion at all times.
Work with us
Your next steps.
Choose the engagement that you wish. A member of our team will reply personally within two working days.