Families of wealth, especially with multiple generations involved in the family business and its properties, require highly confidential, specialized and integrated professional services. Whether your family needs a dedicated single family office, the shared services of a multifamily office, or maybe you’re not sure of the best fit, positive eye consulting can help assess your family’s unique needs for lifestyle management and assemble the best team of professionals for your family.
Nowhere is the need for systems integration more pronounced than in a family enterprise. We are organizational strategists, who specialize in understanding the complex, interdependent systems that form a comprehensive whole. We can help you assess, align and balance your resources to navigate rough waters and keep the family ship on course.
Our own expertise in family office design and the dynamics of family enterprise systems, as well as access to talent within our network of highly-qualified contacts means the best results for our clients. Services included:
- accounting and taxation
- asset and wealth management
- estate planning
- family and individual counseling
- family business ownership transition
- family governance
- human resources and executive search
- legacy and exit strategies
- legal
- philanthropic advice and foundation development and other specialized services
Dr. Meeks-Koch has first hand experience leading small and large family businesses, which enables her to uniquely understand the challenges and opportunities of family businesses and wealth management. She has aided families in building family offices and supported multi-generational and sibling led companies to create sustainable structures that ensure longterm growth and success.