Family Compass Workshop

The Family Compass Workshop is a transformational experience that helps you define your family’s unique identity and direction—then design the relational and structural pathways to live it out for generations. Through practical tools, powerful stories, and guided collaboration, you’ll learn how to build a family that thrives with unity, purpose, and intentionality.

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THE FAMILY COMPASS WORKSHOP

Discover who you are as a family—and how to live it out.

Every thriving family has something invisible—but essential—guiding them: a shared identity and direction.

The Family Compass Workshop is a guided, story-rich experience that helps you and your family name your core values, clarify your shared purpose, and envision a future worth building together. Then it helps you design simple, repeatable systems to make that vision real—now and across generations.

This is about more than “family branding” or a mission statement. It’s about reclaiming the soul of your family—and building the relational and structural pathways to keep that soul alive, even as your family grows.

Whether your family is just beginning this journey or you’re further along and looking for alignment, the Family Compass Workshop gives you the tools to go deeper and grow stronger, together.

WHAT YOU WILL EXPERIENCE

A Proven Framework for Intentional Families

You'll discover how thriving families live by design, not default—rooted in clear values, guided by a shared mission, and inspired by a compelling vision. These aren’t just words on paper—they’re the compass for real decisions, relationships, and direction.

Clarifying Conversations That Strengthen Connection

Through stories, personal reflection, and guided exercises, you'll engage in the kinds of conversations most families never have—but every flourishing family needs. You'll uncover the unique traits, convictions, and aspirations that define who you are as a family.

Real-World Tools to Sustain Long-Term Growth

It’s not just about clarity—it’s about continuity. You’ll learn how to create the relational, structural, and guidance pathways that keep your family compass alive and relevant, generation after generation.

YOU WILL WALK AWAY WITH

A drafted Family Compass—your unique combination of shared values, mission, and vision.

Insight into how to implement rhythms and rituals that reinforce your compass in daily life.

A practical framework for family meetings that foster connection and continuity.

Confidence to lead your family with the same level of intentionality you bring to your business or investments.

Confidence to lead your family with the same level of intentionality you bring to your business or investments.

Tools to cultivate unity across generations—even in the midst of differences in personality, geography, and life stage.

Tools to cultivate unity across generations—even in the midst of differences in personality, geography, and life stage.

WHO THIS IS FOR

Founders, entrepreneurs, and wealth creators who want their life’s work to fuel generational flourishing—not friction.

Couples and spouses seeking greater clarity and alignment on what their family stands for and how to live it out together.

Rising-generation family members who long for a deeper sense of identity, purpose, and belonging within the family story.

Multigenerational families ready to move from obligation to intentional connection—strengthening trust, unity, and shared culture.

Advisors to families of wealth who believe true legacy goes beyond assets—and want to guide their clients toward holistic, generational thriving across all five forms of capital: spiritual, relational, human, societal, and financial.

WHY IT MATTERS

Most families have wealth plans.

Few have clarity of purpose.

And even fewer have a living system to keep that purpose alive.

Your Family Compass becomes more than a document. It becomes the quiet force that helps your family navigate decisions, steward opportunities, handle conflict, and pursue meaningful goals—together.

Because thriving families don’t just happen.

They are built—intentionally, one conversation at a time.