FAMILIES WHO THRIVE ACROSS MULTIPLE GENERATIONS HAPPEN
BY DESIGN, NOT BY DEFAULT
A “family enterprise” is the collection of a family’s financial assets. An “Enterprising Family” is a family who recognizes that a legacy of transgenerational wealth requires a connected and capable family, as well as shared financial assets — and acts accordingly.
For a family enterprise to become transgenerational wealth, an Enterprising Family must work together to manage and steward its financial assets.
There’s a tendency to assume that family members should all agree, and that everything will magically work out, simply because – well – “it’s family.” These assumptions are unrealistic. Bumps in the road, detours, twists, and turns are part of the journey – for every family.
Combining family and finances presents unique complexities. To overcome uncomfortable communication challenges, transcend inevitable differences, and navigate unavoidable change, an Enterprising Family must be as purposeful in cultivating and nurturing its human capital as it is in growing and protecting its financial capital.
Sankofa Legacy Advisors prioritizes family relationships because, while financial assets are important, your family is what’s most important. We help you augment your wealth planning by focusing on “the family side” of family wealth and family enterprise.
We work with you to build the individual and collective capabilities of your family. And we do so within the context that your goals dictate, such as helping you prepare for leadership transitions, improve business operations, develop a compelling philanthropic strategy, or enhance your family office services. Through cultivating your family’s human capital, we help you evolve your wealth planning to holistic parallel planning.
Using our proprietary family systems-based frameworks, we support you to tap into your innate wisdom and find the solutions that serve you best today and prepare you for tomorrow. We then help you to implement your choices and reach your potential.
I learned so much working with Thomasina that changed how I look at my family and my role in it.
One of my biggest learnings was that I was repeating my parents’ pattern of over-functioning, which hampers other people’s ability to develop the capacity to do for themselves. I’ve stopped doing that now.
Two, I realized that I can improve our family business operations by improving my own communication with my mom, who owns the business, as well as the staff, and being clear with everyone about what I want.
Another big takeaway is that while most people focus on the need to prepare the next generation to lead, the senior generation has to prepare for their next chapter, as well. I had never thought about that before. Understanding this really helped me have more empathy for my mom and be more patient with her about me taking over the business.
Thomasina's understanding of family systems, business practices, and especially how people learn and evolve, make her an invaluable partner for her clients. She applies exceptional knowledge and wisdom when assisting individuals, couples, and families seeking to maximize their capacity to meet and manage change.
Thomasina's inquisitive, disciplined mind, and respectful compassion for personal and organizational challenges, produce extraordinary results for her consulting clients. When I find myself in a challenging family business situation, I select Thomasina to walk alongside me.
We help families develop leaders to sustain both their financial wealth and their individual and collective well-being across generations.