Thoughtful and strategic approaches at Dynamics of Family Wealth
Our Core
Building on years of experience, Ginni Galicinao designs and implements exercises that clarify and enliven your core aspirational values and exposes what you need to be successful as individuals and a family. Afterward we help you create a meaningful vision and mission for the family, explore and try on different forms of leadership, and determine how the family will govern itself going forward.
Together, we co-create a roadmap to maximizing the opportunities and minimizing the challenges of wealth.
more >>
Getting Started is the Hardest Part
Statistics show that the vast majority still hesitates to begin these difficult conversations. The comfort is that you’re not alone in this fear. The wise person, however, knows that it is time to begin.
more >>
Impact of Wealth
The crux of the matter is the importance of beginning—coming out of the green closet, naming the elephant in the room, digging deep into the meaning and impact of wealth on your heart and soul, and recognizing how the impact manifests itself in your behavior. Having these difficult conversations, knowing when and how to structure the inheritance conversation, and being able and willing to ask the profound questions is a hallmark of Dynamics of Family Wealth. Ginni Galicinao is known for posing the tough, intuitive questions and creating a safe space in which to find the answers. We guide you through a series of exercises that help you understand how money has impacted you and your family.
more >>
Family Meetings/Retreats + Lifelong Learning
Turn your family meetings from traditional quantitative presentations about the family’s legal and financial status to qualitative discussions around family needs that will ensure the long-term growth and sustainability for the family unit and all its members. Exploration involves more than sitting in a circle and talking. Our process at Dynamics of Family Wealth gets people up and moving, and calling on as much of their emotional intellect as possible for this journey.
more >>
Rising/Next Generation
In our work, we continue to find that the rising generation genuinely wants to find their place in this world of wealth and greatness. They desire to find their passion, to individuate, and to accept responsibility for the opportunities given to them through their inheritance. How they embark on this journey is the biggest challenge.
more >>
Family Business/Enterprise
Family businesses/enterprises are unique and complex systems. Guiding families through the family governance process, as well as creation of a plan for leadership succession are crucial to success. The smooth transition of power, and training and integrating the rising generation are not to be taken lightly…or hurriedly.
more >>
Your Legacy
From integrating new members into the family (spouses to blended families), to preparing the intentional and purposeful side of estate plans, clarifying the why behind your legal and financial plans is answered. Together we clearly document your intentions and provide solid guiding lights for your beneficiaries and trustees so they transition smoothly into the future.
more >>
Philanthropy + Thoughtful Giving
From family philanthropy to understanding the importance of thoughtful giving, all families and individuals are faced with learning when to say yes and how to say no. Ginni Galicinao works with families to clarify their vision and determine the impact they want to have on the world, including engaging their rising generation.
more >>
Family Office
For decades, the primary role of family offices has been to provide financial, investment and administrative support to families. Acknowledging that family relationships are inherently complex, and infinitely more so when wealth is involved, family offices have now expanded to include the important role of a chief learning officer (CLO). While the CLO is focused primarily on educating the family to ensure their human, spiritual and intellectual capitals are flourishing, they often play another key role. They often help family office executives and family members identify the purpose of the family office and necessary governance and decision-making structures needed for success.
more >>
Advisors
The traditional first stop for families on their journey towards managing and understanding their wealth is with their financial and legal advisors. Many experts struggle to understand their client’s dynamics and diverse communication styles. Partnering together, we are able to help advisors deepen and strengthen their client relationships.
more >>
Our Core
Building on years of experience, we design and implement exercises that clarify and enliven your core and aspirational values, as well as what you need to be successful as individuals and as a family. From there we help you create a meaningful vision and mission for the family, explore and try on different forms of leadership, and determine how the family will govern itself going forward.
Together, we co-create a roadmap for maximizing the opportunities, and minimizing the challenges, of wealth.
more >>
Getting Started is the Hardest Part
Statistics show that the vast majority still hesitates to begin these difficult conversations. The comfort is that you’re not alone in this fear. The wise person, however, knows that it is time to begin.
more >>
Impact of Wealth
At the crux of the matter is the importance of beginning—coming out of the green closet, naming the elephant in the room, digging deep into the meaning and impact of wealth on your heart and soul, and recognizing how the impact manifests itself in your behavior. Having these difficult conversations, knowing when and how to structure the inheritance conversation, and being able and willing to ask the profound questions is a hallmark of Dynamics of Family Wealth. We are known for posing the tough and intuitive questions, and holding a safe space in which to find the answers. We guide you through a series of exercises that help you understand how money has impacted you and your family.
more >>
Family Meetings/Retreats + Lifelong Learning
Turn your family meetings from the traditional quantitative presentations on the family’s legal and financial status, to moving into qualitative discussions around what the family needs to ensure the longterm growth and sustainability of each family member, as well as the family unit. Exploration involves more than sitting in a circle and talking. We get people up and moving, and engage as many of their emotional intelligences as possible for this journey.
more >>
Rising/Next Generation
In our work, we continue to find that the rising generation genuinely wants to find their place in this world of wealth and greatness. They desire to find their passion, to individuate and to accept responsibility for the opportunities given to them by their inheritance. How they embark on this journey is the biggest challenge.
more >>
Family Business/Enterprise
Family businesses/enterprises are unique and complex systems. Guiding families through the family governance process, as well as creation of a plan for leadership succession are crucial to success. The smooth transition of power, as well as training and integration of the rising generation are not to be taken lightly…or hurriedly.
more >>
Your Legacy
From integrating new members into the family (new spouses to blended families), to preparing the “intentional and purposeful” side of estate plans, we help you clarify the “why” behind your legal and financial plans. Together, we clearly document your intentions and provide good guiding lights for your beneficiaries and trustees, so as to guide them well into the future.
more >>
Philanthropy + Thoughtful Giving
From family philanthropy to learning how to become more thoughtful in your giving, all families and individuals are faced with learning when to say yes, and how to say no. We work with families to clarify their vision and the impact they want to have on the world, including engaging their Rising Generation.
more >>
Family Office
For decades, the primary role of family offices has been to provide financial, investment and administrative support to families. As families have come to acknowledge that family relationships are inherently complex, and infinitely more so when wealth is involved, family offices have now expanded to include the important role of a chief learning officer. While this individual’s primary focus is family education to ensure the growth and flourishing of the family’s human, spiritual and intellectual capitals, they often play a key role in guiding family office executives and family through the process of establishing the purpose of the family office and necessary governance and decision making structures.
more >>
Advisors
The traditional first stop for families on their journey towards managing and understanding their wealth is with their financial and legal advisors. Many experts struggle to understand their client’s dynamics and diverse communication styles. Partnering together, we are able to help Advisors deepen and strengthen their client relationships.
more >>
Time to chart a new course?
Let’s navigate together.