FOR ADVISORS
Your client’s hardest problems aren’t financial. They’re family.
I work alongside attorneys, accountants, bankers, trust companies, insurance and wealth advisors on the family questions that stall family business succession: who leads, who owns what, and why the siblings won’t agree. Your client stays your client.
Confidential. Nothing is shared with other family members without your permission.
Does this sound like one of your clients?
- The estate plan is drafted, but the family won’t sign it.
- Your client keeps postponing the succession conversation.
- The next generation doesn’t trust the plan their parents made.
- A family disagreement is putting the whole relationship, and your work, at risk.
These are rarely technical problems. They are family problems, and they are hard to raise from inside a financial or legal relationship. That is where I come in.
How we can work together
A Legacy DNA Diagnostic for your client
A structured assessment of all eighteen practices of the LEGACY DNA, with a written report you and your client can work from. The fee is fixed and agreed before any work begins.
A joint meeting
I join you and your client to open the family conversation: the part that is hardest to raise from where you sit.
Specific work
Wills, trusts, shareholder and buy-sell agreements, family charters, and mediation when a dispute has already started.
What you can count on
- Your client stays your client. I work on the family questions, not your mandate.
- You stay informed. With your client’s permission, I keep you in the loop.
- Clear fees. Fixed and agreed upfront, so there is nothing awkward to explain.
- Confidentiality. Every conversation is treated in confidence.
Why advisors refer to me
Over 15 years as a family business advisor, attorney and mediator across Trinidad and Tobago, the Caribbean and the diaspora. Trust and Estate Practitioner (TEP), Member of the Chartered Institute of Arbitrators, Chair of the Family Business Association of the Caribbean, and author of The Seven Domains of the Family Business.
A regular speaker at CCGI Governance Week, The University of the West Indies, Arthur Lok Jack Global School of Business, ACCA and Guardian Group.
The first time we saw the LEGACY DNA, we knew we really underestimated the amount of grey area that we overlooked. It is an ongoing process, but we feel more secure having the expertise to help us work through the challenges in our business and in our family.
First-generation family business moving to the second generation
Questions advisors ask
Will you take over my client relationship?
No. I work on the family questions. Your mandate and your relationship with the client stay with you.
How are fees handled?
Fees are fixed and agreed upfront, before any work begins, so there are no surprises for you or your client.
Can you work with clients outside Trinidad and Tobago?
Yes. I work with families across the Caribbean and the diaspora, in person in Port of Spain or by video call.
A shared framework: the LEGACY DNA
The LEGACY DNA gives you and your client a shared language for family business succession: six dimensions and eighteen practices, from who leads to what the family wants for itself.
The thinking behind it is set out in my book, The Seven Domains of the Family Business, a practical resource to share with family business clients.
Have a client in mind?
Tell me a little about the situation. No names are needed at first.