Family Wealth and Governance

Wealth governance goes beyond managing money. It’s about helping families build clarity, trust, and structure around their shared future.

At Strategos Group, we work alongside families to navigate complex transitions — whether it’s planning a succession, introducing next-generation voices, or aligning on shared values. Our approach blends facilitation, strategic planning, and personal financial insight into one cohesive roadmap.

We call it a family office lite model — without the overhead, but with all the alignment.

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Stewardship. Alignment. Generational Wisdom.

At Strategos Group, we help families govern not just their wealth — but their legacy.

Our work is rooted in the idea that a flourishing family is built on more than financial assets. We help families grow and govern their human, intellectual, and financial capital in harmony.

Whether you're transitioning leadership, preparing the next generation, or seeking to align your values with your assets, we offer a structured path forward.

The Three Capitals

A family's true wealth is more than numbers. We help families manage and grow all three forms of capital:

Human Capital: The individual potential of each family member — their well-being, passions, and purpose
Intellectual Capital: The knowledge, skills, and experience the family holds
Financial Capital: The assets that provide opportunity, stability, and long-term flexibility

Governance isn’t about control — it’s about helping these capitals grow together.

The Family Bank (Metaphor and Practice)

We introduce families to the concept of a Family Bank — a structure (formal or informal) that allows family members to support one another across generations through shared values, purpose-driven decision-making, and transparent access to capital.

Your Family Bank might support:

Entrepreneurship within the family
Education and skill-building
Community or philanthropic projects
Transitional support for next-gen members

It’s not about entitlements — it’s about engagement, responsibility, and shared purpose.

Facilitated Family Retreats

Families thrive when they make space for real conversations.

Our retreats are custom-designed for your family’s structure, stage, and goals. They provide a neutral, structured environment to:

Uncover shared goals and hidden tensions
Begin or deepen succession planning
Create clarity around roles, responsibilities, and decisions
Lay the groundwork for future governance

These sessions often include generational breakout groups, decision frameworks, and family storytelling — all geared toward unity and action.

Ongoing Engagement & Stewardship

One conversation is never enough. Family governance is a living process, and we help you maintain momentum.

This includes:

Quarterly or annual check-ins
Decision facilitation or conflict resolution
Coaching for next-generation leaders
Coordination with legal, tax, or investment advisors (when needed)

We stay with the family through seasons of transition, succession, and change.

Your Custom Roadmap

We leave every family with a living roadmap:

A timeline of priorities
Roles and responsibilities
Governance structures (family charter, board, bank, etc.)
Milestones for continued growth

It’s not a binder — it’s a working guide you’ll use, revisit, and adapt.

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Whether you're just beginning or continuing your family's governance journey, let’s explore how we can help. We’ll tailor every step to your family’s structure, needs, and aspirations.