The Signature Program
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A private, guided process to prepare families for wealth continuity by strengthening connection, clarifying purpose, and establishing structures that endure across generations.
Important conversations get delayed. Roles go unspoken. Expectations quietly diverge.
Over time, wealth amplifies what hasn’t been clarified.
The Signature Program is guided by a three-capital framework—each essential to sustaining both wealth and family unity over time. This program strengthens the foundations that serve the family by providing tools, accountability, and a plan.
When wealth is secure, but the family system isn’t fully aligned...
- Understanding your unique personality profiles
- Improving communication and processing
- Articulating shared values and purpose of wealth
- Measuring “The Three Capitals of Life”
- Actionable takeaways to strengthen family bonds
You’ll receive a Family Relational Report — a clear profile that serves as the foundation for ongoing family harmony and deeper generational connection.
Family Connection
Phase one
Phase two
- Documenting and sharing family origin story
- Understanding natural and adaptive strengths
- Clarifying roles and responsibilities
- Pruning areas to foster greater growth
- Mapping current and future life stages of the family
You'll create a 110-Year Family Vision Plan—aligning individual lives with shared generational direction.
Family Clarity
Family
Clarity
Phase three
- Succession and transfer protocols
- Family policies and safeguards
- Conflict resolution practices
- Philanthropy and giving
- Meaningful family gatherings and rhythms
You’ll build a Living Family Constitution—a document that codifies governance, values, and stewardship for future generations.
Family Continuity
The Three-Phase Journey
Are intentional, values-driven, and private
Are preparing for or navigating a wealth transition
Want alignment across generations
Are willing to invest time, presence, and attention
Would describe their family as “good—and ready to become great”
Designed for families who:
I’ve compiled some of the most common questions my clients ask. If you have a question, chances are the answer is here.
Frequently Asked Questions
Do I have to complete all three phases of the Signature Program?
No, you commit to one phase at a time with the option to continue at the end of each phase.
Are the phases sequential?
Yes. They are designed to build on each other.
Who participates?
The family members relevant to your goals. This is often the leading generation and the next generation of adults (and spouses/partners).
What is the time commitment?
Two 90-120 minute sessions per month, plus light reflection between session work.
Do you coordinate with advisors?
Yes–neutral and without financial conflicts.
Is this coaching or therapy?
This is private family coaching, facilitation, and consulting with a focus on the present and future. This is in contrast to counseling and therapy, which can focus on past pain and emotional wounds.
Do you provide financial, investment, or tax advice?
No. Services do not include financial, investment, or tax advice. GFP services are separate from any registered investment advisory services.
Private, founder-led, and intentionally limited. All inquiries are handled with complete confidentiality.
Begin an Introductory Conversation