Being born into a successful family can sometimes feel like being invited to a grand banquet while sitting at the far end of the table, where your voice may go unheard.
If you feel overlooked, I would like to invite you to collaborate with me as we explore pathways to your legacy growth within your family office environment.
On behalf of LuciaDeKlein Private Office | The Family Office Link | The Family Office Intern Certification | Club and Boston Multi Family Office Roelf Odendaal.
Thank you to David Werdiger, our guests, and hosts Judy Corney & team for making our Breakfast Discussion on Purposeful Transitions for Family Businesses so inspiring.
Key Takeaways in a Snapshot:
🌱 Family-centered solutions keep values alive.
👩👩👧👦 Rising Gen shapes the family story.
📚 Education + family meetings = lived principles.
⚖️ No “right or wrong”—only consequences, as David reminded us.
🌍 Cultural nuances enrich every family journey.
We also reflected on insights from Tsitsi Mutendi (CFBA, ACFWA) book—read more about the book on the LuciaDeKlein website.
Special thanks to Roelf Odendaal and the Boston Multi Family Office team.
Learn more: bostonmfo.com
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When a family encounters challenges and trials, their resilience can diminish if they don’t fully grasp their resources.
Families need to utilize their balance sheet during both prosperous times and tough periods.
A family balance sheet encompasses both tangible and intangible assets. 💪
In challenging situations, failing to assess these assets can result in a substantial loss of value.
Ultimately, families should take charge of their destinies instead of letting advisory teams dictate their choices.
They must empower themselves, prepare the next generation, engage in meaningful discussions, ask questions, and move forward with confidence.
🚀 Regularly assessing and stress-testing your family’s balance sheet is crucial for maintaining stability and well-being.
🔍💼
Sharing an outstanding collaboration opportunity.
A highly qualified CFO is considering opportunities within a single family office, ideally based in Cape Town.
This candidate not only brings technical expertise but also embodies the discretion, integrity, and values-driven mindset essential for such an environment.
This could be the foundation for a strategic partnership defined by long-term commitment and a shared vision.
If this piques your interest or that of someone in your network, I would value the opportunity for a discreet, exploratory conversation—no strings attached, just a private setting to discuss potential collaborations.
Please don’t hesitate to contact me directly. 🤝🤝
anne@luciadk.com
In the heart of a quaint town in South Africa resides an internet billionaire 💻💰, an enigmatic and inspiring figure.
A titan of the digital world, he has traded the hustle of corporate life for a serene existence 🌄🌿 surrounded by lush landscapes and vibrant local culture 🎨🎶.
For those passionate about chess ♟️, his story is an absolute must-read 📖, weaving together themes of triumph 🏆, strategy 🧠, and the pursuit of passion ❤️ against the backdrop of an unexpectedly tranquil lifestyle. 🌅
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