Through the development of personal strategies, we help the families define and share their wishes. The strategies provide clarity and enable both the family office and the private organizations working with the families to develop and initiate the initiatives necessary to make the wishes come true. The families are always in charge of executing the strategies, while the involvement of North-East and the private organizations range from delivering a turnkey solution to a more marginal, supporting role.
The process which leads to the final strategies is beneficial in itself as many important topics are discussed. It’s a good opportunity for the families to sit down with trusted advisors and figure out which of their many priorities and areas of interest should be given special attention in the years to come. Once the strategy is finalized, it constitutes a shared direction for everyone involved in making it happen.
The personal strategies, while setting a direction, will always be dynamic and subject to change and continuous development in recognition of the ever-changing world in which they must serve.