The Wesley Group Slideshare

Bringing families together to sustain success across generations.
p: 425.647.6066
e: info@thewesleygroup.com

The stress of major transitions often hits families like a body blow.

Most families areill-equipped to deal with the implications of these significant transitions.

As it turns out….
70%
of wealth is gone at the end of the second generation
90%
is gone at the end of the third &
98%
is gone by end of the fourth.

Only
2%
of families are successful.

Is your family one of the 2% that will be successful for generations?
What are you doing to prepare them?

Studies show that the vast majority of those who do think they are prepared have focused on the wrong things.

The Myth
The common belief is that the causes for this loss of wealth are such things as estate taxes, bad investment performance, and poor planning.
Family Office Exchange study
The Reality
In fact, wealth is lost because
the family is not prepared
and is not working together.
Williams and Pressier (2003)

As it turns out …
The stress that results from botched transitions often fractures families, frequently ruins lives and radically depletes even large fortunes.
That is where we can help…
We partner with families to unleash their capacity to deal with what is coming their way so that it doesn’t ruin lives, families and fortunes.

How we work…

Typical Issues Our Clients Face
With uncommon wisdom, we address a host of issues. Some of these include:
Facilitating generative family meetings and retreats
Creating agreement around business succession and exit strategies
Resolving family differences and conflicts
Evaluating family and individual competencies
Deepening family communication
Developing common values, mission and purpose positions
Creating and implementing workable governance systems
Finding balance between independence and interdependence
Dealing with fiancés, spouses, ex-spouses and extended family
Balancing rights and responsibilities and issues of entitlement
Philanthropic design and integration into family dynamics
Addressing issues of control, revenue and equity in the family business
Designing progressive education and mentoring of heirs
Managing through generational transitions
Creating alignment and coordination in larger families
Addressing the special concerns of multi-generational families

Who we are:
We are skilled at creating close partnerships with families based on relationships of trust and authenticity. We take a multidisciplinary approach that helps families create shared purpose and vision, opens communication, and aligns action that supports the development of human, cultural, social and financial capital of all family members.
Matthew Wesley, J.D., M.Div.
Matt graduated from Stanford Law School and was estate planning attorney working with successful families for over 15 years. He left active practice to help families do what estate documents alone could not - ensure successful intergenerational wealth transfer. Matt also holds a Masters of Divinity degree. He has extensive consulting experience and a deep background in psychology, personal development and family systems, as well as organizational communication and development.
Marcia Wesley, Psy.D.
Marcia is a licensed psychologist with over 20 years of counseling experience counseling individuals, couples and families. She brings an integrated approach to working with clients.
17911 218th Ave NE
Woodinville, WA 98077
425.647.6066
info@thewesleygroup.com

The Wesley Group Slideshare

by TheWesleyGroup on Nov 13, 2010

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The Wesley Group Slideshare — Presentation Transcript