Case Studies

Here, Ginni Galicinao shares insights and results from past clients.

Family Dynamics

With the recent passing of her father, Cathy wanted to begin the conversations around wealth with her three daughters. The mother let her daughters know that even though the inheritance was hers to spend and invest as she pleased, she wanted her daughters to be engaged in the process. Outwardly, the mother’s purpose was to educate her daughters about the meaning and impact of wealth. It soon became clear, however, that her real purpose was to find a way to engage with her daughters, using the money as a medium.

In and Out of The Green Closet

He worked as a young adult and held several jobs at the same time in order to pay his bills. Suddenly, without any prior (or subsequent conversation), his parents started disbursing large sums of money to him. How did he discover this? Because one day he found that the balance in his checking account was drastically higher than it had ever been before.

strategic planning

A small college announced the launch of a new program with very little planning. As time went by, there was much confusion and angst as to where the program would be located, who would be in charge, who should be credited with founding it, what the major focus of the program should be, and many other challenges.

The Inheritance Conversation

The daughters of this family discovered via a national magazine that their father was one of the wealthiest men in their country. While the parents were able to convince their children that although fortunate, they were not nearly as rich as the magazine implied. It also made them realize how unprepared they were to have the inheritance conversation with their children. Were they ready to hear it? Were they ready it receive it? What could they count on?

Sale of the Family Business

The family had always had a comfortable lifestyle. As the years went by and the family business prospered the parents began splurging a little as the quality of their life improved. One day, the founding brothers (John and Steve) were approached with an offer to buy their business at a price that was difficult to refuse. Once the two brothers sold the family business, an enormous amount of sudden wealth flowed their way.

Time to chart a new course?

Let’s navigate together.

Time to chart a new course?

We’ll help you navigate.

Beginning the conversation is the most significant step you’ll take.