Our steps

Let’s talk about the process

Achieving the best results involves taking you on a logical, straightforward journey. Here are the steps we'll take together.

01

Getting to know you and your family

This initial stage focuses entirely on you. We will get to understand about you and your family. This will include understanding its members, their relationships and what The Family Elephant process needs to achieve.

02
02

Engaging with the wider family

We need to get a good understanding of the position of the wealthiest generation. In addition, we will need to gain a broad understanding of the other members of the family, their aspirations and what's important to them financially and otherwise.

03
03

Development of your Family Elephant strategy

At this stage we will work with the wealthiest generation to develop The Family Elephant strategy. We will look to utilise existing (or where relevant new) professionals' expertise. This will be designed also taking into account the known views and situation of the other members of the family.

04
04

Draft presentation of the strategy

We’ll invite your whole family to meet in a neutral environment, where we’ll present the first draft of the strategy. This is an opportunity to get constructive feedback, whether in the meeting or after. This will also ensure open communication.

05
05

Review of the family feedback

Once again we will sit down with the wealthiest generation and reflect on the views of the family. We then determine what changes may need to be made.

06
06

Communicating the final strategy

Having constructed the tailored Family Elephant strategy document, this will now need to be communicated to all relevant members of the family and their professional advisers.

07
07

Implementation - seeing it all through

This is when your continued patience and determination will really deliver the positive results the family needs. There will be many elements to this and some things will take longer than others. But remember, none of it is rocket science.

08
08

Helping you with whatever the future holds

Your Family Elephant strategy is a working document. It needs to adapt with future circumstances. We are ready to help you whenever our input is needed.

01
Contact us

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