WORK WITH ME
Private, practical help for family businesses
Family business succession planning that starts with what is actually happening in your family and your business. Whether you’re facing a handover, a disagreement or a plan that never gets finished, we put the right structures in place.
Confidential. Nothing is shared with other family members without your permission.
What I can help you put in place
Legal structures
- Wills and estate plans
- Trusts
- Shareholder and buy-sell agreements
- Asset protection, including nuptial agreements
- Ownership and holding structures
Family structures
- A family charter or constitution
- Family meetings with agreed rules
- A succession and leadership plan with dates
- Clear roles and pay for family members
- Mediation when a dispute has already begun
How it works
- Take the free Legacy DNA check. A quick read on where your family business stands across the six dimensions of the LEGACY DNA.
- A confidential conversation. We talk through what’s really going on and whether I’m the right fit. You’ll know the fee before any paid work begins.
- The Legacy DNA Diagnostic. A full assessment of all eighteen practices, with a written report showing what to address first.
- Put it in place. The documents, agreements and family structures the Diagnostic points to.
- Keep it working. Families change. Many return as circumstances change, so the structures keep up.
What working with me is like
- Confidential. Nothing is shared with other family members without your permission.
- Plain language. You will understand every document you sign.
- Clear fees. You’ll know the fee before any paid work begins.
- In person or by video. Based in Port of Spain, working with families across the Caribbean and the diaspora.
As a founder, I had a vision of building a multigenerational legacy. Ria helped me understand what I needed to do for this to become a reality.
First-generation business owner
Questions about working together
Do you only work with families in Trinidad and Tobago?
No. I work with families across the Caribbean and the diaspora, in person in Port of Spain or by video call.
Do we need to know exactly what we need before we get in touch?
No. Most families reach out somewhere between the beginning and the middle of a decision. The first conversation is about understanding what is going on.
How are fees set?
Fees depend on the scope of the work. You will know the fee before any paid work begins, and there are no surprises.
Built on the LEGACY DNA
Every engagement is mapped against the LEGACY DNA: six dimensions and eighteen practices, from who leads to what you want for your family. It keeps family business succession planning focused on what matters most to you.
I cover the thinking behind it in my book, The Seven Domains of the Family Business.
What happens next
- Take the free Legacy DNA check. About 10 minutes, with an instant read on where your family business stands.
- Have a confidential conversation. We talk through what’s really going on. You’ll know the fee before any paid work begins.
- Get your plan. The full Legacy DNA Diagnostic, then the documents and structures it points to.
Confidential. Nothing is shared with other family members without your permission.