Reimagining your family office … deeply rooted for generational growth
Visioning, designing, strategic planning, optimizing, integrating, and operationalizing family office structures for families, family office leadership, and trusted advisors.
An Insider’s Firsthand Perspective. An Outsider’s Independent and Candid Approach.
“Family offices achieve success by focusing on three intertwined principles: nurturing durable family harmony, financial prosperity, and operational excellence. The family office should be ensconced in the same business discipline and superior emotional intelligence that created the wealth, all starting with the 'why' and an appreciation of continuous evolution and continuous improvement."
Xylogenesis® | Family Office Advisory
Xylogenesis®:
Healthy Growth for Family Offices
Dynastic Strategies From the Inside Out
Our unique services are designed to help affluent families, their family office staff, and their trusted advisors formulate and implement strategies that result in durable family harmony, financial prosperity, and operational excellence.
Building Peace of Mind, Harmony, and Trust
Ever wonder how to effectively integrate and operationalize the “family” and the “office” of a “family office”? Families, family office staff, and their trusted advisors now have an independent, experienced family office resource with a proven process.
Frequently Asked Questions
Every family has a different perspective, structure, and unique set of goals and challenges that define who they are and where they want to go. We are pleased to share some answers to frequently asked questions on how we are a resource to support the family, the family office staff, and their trusted advisors.
A comprehensive family office resource focused on serving the family, family office staff, and trusted advisors in practical integration and operationalizing the family office (of whatever type). Our services are designed to help successful, multigenerational families, their family office staff, and their trusted advisors formulate and implement strategies that result in durable family harmony, financial prosperity, and operational excellence.
Xylogenesis is the process of ring creation during the natural life of a tree. In the family enterprise context, Xylogenesis™ is a metaphor for our family systems, which are similar to the rings of a tree, and from them we can learn.
If you’re the “family” in your family office, you can feel secure about partnering with Xylogenesis™ to provide you with the independent, candid, and actionable recommendations and processes to achieve multi-generational family harmony, operational excellence, and financial prosperity.
Xylogenesis’ clients include: (1) existing single family offices that seek optimization, modernization, improvement or are in transition of some type; (2) conceptual/theoretical/startup family offices due to a recent or pending liquidity event; (3) families with operating businesses that have employees providing embedded or personal family services who recognize this structure is either not sustainable or creates a business performance challenge due to distraction, overstretched or unqualified internal staff, and lack of privacy and confidentiality, and want to optimize the impacted business’ performance; and (4) trusted advisors who serve these complex and sophisticated families yet do not have this specialized knowledge and operating experience.
