Family Office Workshop Series - Strategic planning workshops to align purpose, mission, vision and create a framework for long-term success.
Foundation
Workshop 1 - Purpose (Why You Exist)
Define your family office's ultimate reason for existence beyond profit. This foundational workshop explores your deeper purpose and lasting impact.
Etienne Adriaenssen
Foundation
Workshop 2 - Mission (What You Do)
Define your family office's core activities and who you serve. Create a clear, actionable mission statement that guides daily operations.
Etienne Adriaenssen
Direction
Workshop 3 - Vision (Where You're Going)
Create an inspiring, aspirational vision for your family office's future. Define what success looks like in 10, 20, and 50 years.
Etienne Adriaenssen
Culture
Workshop 4 - Core Values (How You Operate)
Establish the principles and behaviors that guide your decisions and actions. Create authentic, actionable core values for your family office.
Etienne Adriaenssen
Strategy
Workshop 5 - Goals & Objectives (What You Aim to Achieve)
Define specific, measurable, time-bound targets that move you towards your vision while staying true to your values and mission.
Etienne Adriaenssen
Strategy
Workshop 6 - Strategy (How You'll Win)
Define the approach you'll take to achieve your objectives, leveraging strengths and opportunities while mitigating weaknesses and threats.
Etienne Adriaenssen
Governance
Workshop 7 - Operating Principles (How You Work)
Define frameworks, decision-making protocols, and governance structures that guide how your family office operates with accountability and transparency.
Etienne Adriaenssen
Measurement
Workshop 8 - Metrics for Success (How You'll Measure Progress)
Establish KPIs and benchmarks that track your progress toward goals and ensure accountability across all aspects of your family office.
