There’s a moment in every partnership when you stop testing and start trusting. For the three Founders — Colten Ratz, Family Offices Factory, Anne Klein, Lucia de Klein Private Office, and Kate Maria Vinther, Lagertha Join Forces — that moment didn’t arrive in a boardroom or at a signing ceremony. It arrived quietly, across time zones, over dozens of video calls, shared documents, honest conversations, and small acts of professional respect that, over four months, built something none of us could have built alone.

Today, we want to tell you how we got here. And we want to tell you what’s coming next.

IT STARTED WITH SOMETHING WE’D ALREADY BUILT

Anne, Colten & Kate weren’t strangers. We’d already shared a stage — we all participated in one of the Lagertha Join Forces 2025 event series. We regornized how we think. We experienced how we show up. We knew the quality of our insight and the integrity of our engagement.

So when the idea for this Alliance began to take shape, we didn’t reach out blindly. We reached out to each other as people we already knew — people whose values, rigour, and professional presence each of us had already witnessed firsthand. The proposition was simple: What if we could build a trusted space where Family Offices, ESG expertise, and real industry knowledge actually talk to each other? Not a conference. Not a fund. Not a platform selling something. A conversation. Curated. Governed. Built to compound over time.

We didn’t come to each other with a polished investor deck. We came with a co-creation brief tailored to each partner — addressing specific priorities, platform synergies, and what each of us would need to govern, protect, and build. We agreed: start with Pilot A — Curated ESG Events & Podcasts. One pilot. Low risk. Maximum learning.

THREE PEOPLE. THREE CONTINENTS. ONE ALLIANCE

Let me tell you about us, because the diversity of this team is not a talking point. It’s our operating advantage. We are three different nationalities. Three different professional worlds. We span different generations — and that matters, because we’re building for a sector where generational perspective isn’t just relevant, it’s everything. And we are a gender-diverse team in a space — Family Offices and ESG — where both women and men are reshaping the rules of capital, governance, and legacy.

Colten brings the Family Office ecosystem. He understands NextGen. He lives in their world, speaks their language, and knows what gets them to lean in.

Anne brings ESG depth, platform experience, and a network that stretches from blockchain-enabled sustainability solutions to enterprise-level case studies.

Kate bring cross-industry strategy, content architecture, and 15 + years in the sectors where ESG meets the hardest questions: stranded assets, mining, the last mile of capital deployment.