Honor the past
Tend to the present
Refine the future
We guide multigenerational families in crafting their wealth heritage with intention, continuity, and coherency.
Our process assists families in magnifying mutual understandings, deepening insights that clarify family culture, operationalizing shared values, and seeding more salubrious relationships. This investment in relationship capital contextualizes ongoing fortification of assiduous wealth stewardship competencies, to yield a more enduring prosperity of purpose and wellbeing. Our prospectus of family services can be found here.
Beyond our family services, we empower family wealth divisions and advisors to address the complexities of legacy wealth, with unparalleled skill. Further information on our institutional programming and offerings can be found in our prospectus.
Pillars of Practice
Families that thrive have things in common: they reinforce their foundations, actuate their values, and invest in future generations. Paradoxically, every family is different, and growth is best cultivated by commensurately unique services. We assist families in evolving along their own paths.
Through a highly discerning discovery process, we attune to the nuances and needs of your family, we develop a distinctive framework, bespoke to shaping your future leaders in accordance with your family culture, honoring and reconciling individual differences, and building a family wealth architecture that sustains success. The complexity of wealth augmenting both opportunity and challenge in tandem raises questions that we bring structure to asking, and forge answers to how you will thrive.
When a family reaches out to us, it is usually because a catalyst has occurred, and the family needs support in evolving. We begin with a bespoke discovery process to understand the family mythology and culture; individuals’ priorities and challenges; and the familys’ relational connections and conflicts. Holistic comprehension is sought by exploring rational bearings and wealth heritage, examining family dynamics, entrepreneurial priorities, philanthropic goals, and the tools embedded in your past and present that can be used to build your future.
Drawing on what’s distilled during discovery, we produce a family blueprint that explicates the family’s narrative, shared family vision, stakeholder roles, strengths and challenges, essential family values, and more. We guide individual and shared priorities into operational principles and shared goals. These can include preparing the next generation, supporting elder wealth creators, bracing families through loss or illness, developing philanthropic vision, preparing married-in’s, resolving family conflict, preparing for wealth transfer, preliquidity, and beyond.
Our work is highly tailored to your family’s needs and purpose. Whether through one-on-one, dyadic, or full-family sessions, we enable the vital conversations and family meetings that streamline strong wealth stewardship chains, sort through conflicts, and actuate family values. We educate and encourage emotional regulation that amplifies successful management of wealth and wellbeing, for all generations. We support families through major transitions, facilitate the deepening and refining of family connections, improve relational dynamics, and identify and grow future leaders.
As time passes and circumstances change, structures and traditions in your family’s wealth must evolve. By pairing the wisdom of past and clarity of future vision, we engender a hybrid vigor approach to decision-making in the present. Thus we guide resilient adaptations that retain the integrity of your family vision through responsive, future-oriented transitions. As we shepherd through these changes, abilities become commensurate to challenges, so obstacles to your family’s growth become step stools to your desired future.
Process and Offerings
We provide services via bespoke permutation of consultancy sessions, retreats, didactic work, and customized strategies tailored to your family’s needs
We also provide consultation services to qualifying financial institutions, foundations, and family offices, seeking to mature their UHNW offerings, sustain deeper relationships with client families, and optimize advisor skills, to provide best in class services.
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We deliver both our signature offerings and menu of institutional solutions via direct consultative services, masterclass trainings, intensives, and our Consultation Lab.
Based in California
info@cathexis-group.com
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Fortify your family’s future
Shape meaningful legacy
Impact the world at large