Family Advisory
Getting a perspective on your worries, challenges and roadblocks
Family Advisory
Getting a perspective on your worries, challenges and roadblocks
Every family and individual are unique and so are their values and aspirations. Most families get either overwhelmed or underwhelmed in dealing with family emotions, communication, conflicts, future and difference of opinions. There comes a time when external support is needed and having a family advisor to guide may help.
Family advisory is an expert-led service to address the worries, challenges and roadblocks through a developed and enhanced point-of-view. This elevated point-of-view gives you an opportunity to look at the situation through a renewed lens helping you solve problems more effectively.
Family Advisory: A sounding board that listens, feels and guides impartially
Our clients across the globe have shown tremendous progress in their emotional health, financial health and family health. Our advisory services have helped them gain governance, strategic and ownership related clarity to take more confident and bold steps.
We take pride in helping them to find their resolve and execute their resolutions.
Family Advisory: A practice poised to help clients solve their complex situations
Our practice of family advisory is designed to find the heart of the complex situation by partnering with the client in their situations to see and act more clearly in order to solve it.
Every advisory assignment has a specific objective and a personalised commitment plan.
The assignment aims to help leaders, owners, family and board members to think on the plane of thought to suit their desired future. When families choose to opt for advisory collectively, the assignments are designed based on the mission that family, in particular, holds and wants to see through.
Family Advisory: Helping families win collectively and feel fulfilled individually
The family advisory practice makes sure that while the advisors guide family leaders to cruise through challenging waters skillfully, they can also navigate similar waters at ease and comfort without an advisor next time for the same challenge and circumstances.
SOCH believes that help sought for repeated problem solving of the same kind is not empowering and trustworthy to our pledge to purpose and mission. We enable clients and build a permanent perspective, knowledge, and insights. All essential equipping of mindsets, headsets, spiritual intelligence and a lot more to drive their journey with confidence and grit as they must.
Family Advisory: Methodical. Result-led. Process centric. Future growth.
At SOCH, an advisory is a distinguished, private and serious process. It isn’t dialogue or listening or communicating alone. Indeed they are critically honed skills but not there be it.
The process that advisory follows is different at every advisory engagement, even with the same client in two different advisory assignments. Although the engagement process differs only to suit the absolute need of the hour for the problem at hand, they all are derived from a carefully crafted framework that is scientifically proven.
The steps that every process follows and underneath delivers subjective resolve are as follows:
Find and define states
The emotional state. Mental state. The future state should, if not addressed or even when addressed.
Step 01
Define impacts
Decisions of what to leave behind and what to practice for the desired future state
Step 02
Co-develop a map
Drafting a possible roadmap for advisory and advisor to follow
Step 03
Envision
Picturing what would be like when it is resolved
Step 04
Step 05
Commit and engage
Listen, probe, raise inquiry, pose hypothesis to get the hold on the problem at hand more live
Step 06
Figure way forward
Resolution to be found within given time pressures and have a follow-through
Step 07
Make decisions
Decisions of what to leave behind and what to practice for the desired future state
Step 08
Prepare & act
Make, review and execute the roadmap
Find and define states
The emotional state. Mental state. The future state should, if not addressed or even when addressed.
Step 01
Define impacts
Decisions of what to leave behind and what to practice for the desired future state
Step 02
Co-develop a map
Drafting a possible roadmap for advisory and advisor to follow
Step 03
Envision
Picturing what would be like when it is resolved
Step 04
Family Advisory
Step 08
Prepare & act
Make, review and execute the roadmap
Step 07
Make decisions
Decisions of what to leave behind and what to practice for the desired future state
Step 06
Figure way forward
Resolution to be found within given time pressures and have a follow-through
Step 05
Commit and engage
Listen, probe, raise inquiry, pose hypothesis to get the hold on the problem at hand more live
Summary
A family advisory has played a significant role in helping UHNIs of the globe a massive shift in their attitudes and approaches and hence been able to move mountains they wished to. All for the results they long for and cherish.
A family advisory has played a significant role in helping UHNIs of the globe a massive shift in their attitudes and approaches and hence been able to move mountains they wished to. All for the results they long for and cherish.