Invest in your family like you invest in your business®

Cultivate “the family side
of family enterprise &
family wealth

FAMILIES WHO THRIVE ACROSS MULTIPLE GENERATIONS HAPPEN
BY DESIGN, NOT BY DEFAULT

Discover the missing piece of the transgenerational success puzzle

A “family enterprise” and an “Enterprising Family” are not the same.

SUSTAINING TRANSGENERATIONAL WEALTH REQUIRES BOTH.

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.

WHEN YOUR FAMILY FLOURISHES,
YOUR ENTERPRISE can THRIVE.

Leadership development is essential for Enterprising Families.

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.

Holistic Parallel Planning

FINANCIAL ASSETS
  • What you own
  • Financial capital: money, businesses, real estate & other financial assets
  • Content-centric: what you do to protect & grow financial assets
  • Drivers: taxes & legal structures
  • Involvement: senior family
FAMILY RELATIONSHIPS
  • Who you are: individually & collectively
  • Family Capital: human, intellectual, social, spiritual & time capital + financial capital
  • People-centric: how you nurture relationships as you protect & grow financial assets
  • Drivers: family connection & values
  • Involvement: all family impacted
Our clients come to us for support with a range of dilemmas, including:
FAMILY GOVERNANCE & DECISION-MAKING
SUCCESSION & TRANSITION PLANNING
FAMILY MEETINGS & RETREATS
PREPARING rising GENERATION
INCUMBENT GENERATION’S NEXT CHAPTER
ADVISOR CONSULTING & TRAINING
Schedule a confidential conversation
WE DON’t PRESCRIBE ANSWERS.

We help you see opportunities instead of obstacles and possibilities instead of problems.

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.

How our process works

SCHEDULE A CONFIDENTIAL CONVERSATION
DEFINE YOUR FAMILY CONTEXT
BUILD YOUR CONNECTED & CAPABLE FAMILY™
Schedule a confidential conversation
What Clients Say

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.

- Second-generation family member working in the family 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.

- Kathy K. Wiseman
Owner,  Working Systems, Inc.
Co-Founder, Navigating Systems DC

Relationships are the essence of family and the foundation of our work.

Let's get to know each other.
Schedule a confidential conversation

We help families develop leaders to sustain both their financial wealth and their individual and collective well-being across generations.

INVEST IN YOUR FAMILY LIKE YOU INVEST IN YOUR BUSINESS®
Contact Us
501 N. Orlando Ave.
#313-303
Winter Park, FL 32789-7313 USA
Call us at 888.807.2656
Copyright 2024 Sankofa Legacy Advisors, Inc. All rights reserved.

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