We serve families of significant wealth that seek to imbue the present with purpose, and terraform the future through meaningful legacy.
Families or couples seeking to craft meaningful legacies and forge purposeful futures must develop: a shared vision; collective goals; the tools to forge a path; and the mutual understanding to walk it together. Financial structures, such as trusts, estate plans, or prenuptial agreements, can provide material governance, but more is needed to address the relational complexities nested within.
We provide strategic counsel to guide parents and partners in building the skills and bonds that can actuate their hopes for the future. Whether our families are engaged in parenting, multi-generational succession planning, or working through the formation/dissolution of a marriage, we help families enhance communication and deepen connections. Through this work, our clients find more balance in themselves, their relationships, and in co-authoring rich futures characterized by meaning and joy.
Families often ask us questions, such as...
How might we resolve conflicts or challenges in ways that make us better partners or parents?
How can we become more cohesive in our communication, and collaborative in our decision-making?
What practices can help us cultivate shared mission, vision, and meaning?
Each challenge opens a window for change
Families are dynamic systems, shaped by individual identities and a shared culture. Like any ecosystem, they must adapt to change and challenge in order to thrive. Our services respond to this fluidity, providing adaptive support as families design and pursue meaning and success. We respond to this highly bespoke balance with commensurately custom care, rather than standardized protocols, though our approach is always grounded in two core pillars —Foundations and Foresight—which guide our tailored solutions.
These pillars structure our programming in ways that meet the unique needs and visions of each family, with a cultural sensitivity that ensures responsiveness, relevance, and results, drawing on the past to craft the future.
- Foster collaborative decision-making
- Build the capacity to resolve and navigate conflict
- Proactively anticipate and prepare for transitions
- Strengthen respect for differences while establishing a collective vision
- Deepen multigenerational relationships
- Create frameworks that sustain meaning and success
Our Foresight framework prepares families to navigate the uncertainties of the future by developing universal skills that enable them to adapt to any terrain. It’s not about controlling the landscape, but equipping families with the competencies to chart a course through it.
- Tailored educational curricula that respond to each family’s unique needs and values
- Inspire children in vocational pursuits and foster stewardship competencies
- Engage families in effective governance strategies that deepen mutual understanding and align collaborative goals
- Empower the next generation with leadership skills and a commitment to impactful philanthropy
We guide families in cultivating the qualitative aspects of wealth through a process of facilitated discovery, collaborative legacy and mission planning, and adaptive support. Our highly customized processes are tailored to each family’s unique vision, needs, goals, and peace of mind. We help build and deliver customized family governance structures and processes, informed by deep experience in the field and extensive backgrounds in psychology and human sciences to strengthen your family’s culture.
Please find further details in our family prospectus.
We partner with multi and single family offices, family foundations, and other financial institutions to strengthen client relationships, deliver exquisite client experiences, and address the concerns of your most important clients. We help institutions build and deliver exceptional family dynamics trainings and education, prepare and educate next generation inheritors, and upskill advisors in UHNW advising. Our services include progressive advisor training, one-to-many client education, and custom tailored programming for clients and advisors
Please find further details in our institutional prospectus.
Based in California
info@cathexis-group.com
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Fortify your family’s future
Shape meaningful legacy
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