Program overview
Financial Organisation Workshop
We structure family organisation as coaching engagement with checkpoints for clarity.
First conversations
- Family understanding
- Current situation review
- Coaching agenda
120 min
Family session
All members
Welcome to participate
Shared plans
For family
Understand
Family situation.
Organise
Personal and business.
Secure
Through succession.
Program Components
Workshop, planning, succession and coaching create lasting order.
Organisation Workshops
Separating flows and building overview.
Succession Planning
Family and business transition steps.
Ongoing Coaching
Support for independent decisions.
Cash Flow Sessions
Practical budgeting and buffers.
Engagement Scope
Programmes provide organisation workshops, cash flow planning and succession support tailored to business families.
- Current Situation Review
Mapping mixed personal and business flows. - Cash Flow Assessment
Understanding spending and saving patterns. - Succession Check
Current readiness for business transition. - Family Alignment
Understanding shared goals and concerns.
Core Deliverables
Outputs empower independent financial clarity.
- Financial Organisation Framework
- Personal Cash Flow Plan
- Succession Finance Roadmap
Sustainability Resources
Materials support continued family-led management.
- Recorded coaching
- Succession template
Readiness Indicators
Progress across order, clarity and confidence.
- Capability: teams can explain the new way of working.
- Assets: templates, briefs, and dashboards are versioned and shared.
- Cadence: recurring ceremonies lock in the habit.
Discuss Financial Organisation Workshop
Share context about current initiatives and we will suggest the right sprint format.
Talk to us