Advisory Services
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TAILORED SOLUTIONS FOR MULTI-GENERATIONAL SUCCESS
Advisory Services
At The Titus Group, we provide tailored strategies to help families steward their wealth, influence, and enterprises with clarity and purpose. Our services are designed to support multi-generational families in building enduring legacies while ensuring their values and mission remain at the heart of everything they do.
1 - Legacy Planning
We help families create a clear and actionable roadmap for building a legacy that endures across generations.
- Align your mission, vision, and values with long-term goals.
- Develop frameworks and a multi-generational plan to ensure the intentional stewardship of your resources and influence.
- Empower your family to build a legacy that inspires and transforms future generations.
2 - Family Governance
We guide families in establishing governance structures that promote unity, transparency, and purposeful decision-making.
- Design systems for effective leadership transitions and succession planning.
- Facilitate collaborative processes to resolve challenges and strengthen trust.
- Ensure your family’s governance aligns with its values while fostering harmony and shared purpose across generations. /ul>
3 - Strategic Stewardship
We work with families to design giving strategies that reflect their core values and maximize the impact of their generosity.
- Create tailored plans to steward resources in alignment with your mission.
- Identify opportunities that lead to sustainable transformation in communities and organizations.
- Ensure your giving leaves a legacy of lasting, measurable impact that advances purposes.
4 - Next Generation
We equip the next generations (Gen 2 & Gen 3) with the skills, confidence, and purpose to carry forward the family’s vision.
- Develop bespoke personal development and leadership coaching programs for emerging leaders.
- Facilitate meaningful participation in family projects, governance, and decision-making processes..
- Prepare the next generation to lead with clarity, unity, and an enduring sense of purpose.
5 - Business Architecture
For families stewarding businesses as part of their legacy, we provide strategic services to ensure their enterprises remain aligned with their mission and values.
- Guide businesses through critical transitions, pivots, or seasons of growth to avoid mission drift.
- Conduct comprehensive assessments of business processes, organizational structures, technology, products, and value streams.
- Leverage our in-house 60-Day or 90-Day Review to deliver actionable insights and a clear strategy for long-term alignment and success.
Through Business Architecture, we ensure that family enterprises remain a cornerstone of the family’s enduring legacy—creating value while staying true to their mission for generations to come.
FAQ
Common Questions
Below are some frequently asked questions about our services to help you better understand how The Titus Group can support your family’s journey toward building a lasting legacy. If you have additional questions or would like to learn more, please don’t hesitate to contact our team.