Family Offices and Foundations

Your family's wealth is more than assets—it’s a platform for legacy. Let's ensure it serves generations to come. Welcome to RRA Generation.

 

Family office services     APPROACH     FAMILY ENTERPRISE ADVISORS     LET'S HAVE A CONVERSATION

 

 

     

49%

of family enterprise leaders globally think their organization has an excellent culture.

 

43%

of family enterprise leaders globally say their organization is ahead of competitors on innovation.

 

54%

of family enterprise leaders globally think their organization maintains operational excellence.

 


Source: Global Leadership Monitor H1 2024, RRA

 

Managing significant family wealth requires more than financial acumen—it demands an understanding of the complex interplay between family dynamics, investment management, wealth planning, family services, philanthropy, and legacy.

You're balancing traditional wealth preservation with new opportunities, managing diverse family interests while maintaining direction, and preparing next generations for stewardship while respecting individual paths.

That’s where RRA Generation comes in.

Our deep expertise with family offices and the challenges they face means that we can support you with a range of issues, from recruiting family office leaders, including board members and advisory directors, CEOs, presidents, chief investment officers, CFOs, and other functional leaders, to leadership succession planning, executive assessment and development, and governance effectiveness

 

Our family offices services

Every family enterprise faces pivotal tensions in their journey, guided by common threads of legacy, innovation, and the desire to build something that lasts.

Navigating these challenges demands a leadership strategy that recognizes the intricate web of relationships, values, and aspirations that make your business unique. That’s RRA Generation. We are prepared to address your multi-dimensional needs. 

 

LET'S HAVE A CONVERSATION

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The tension
How to secure family harmony while driving necessary change.
Our approach
Leadership transitions in family offices affect everything from investment strategies to family dynamics. The stakes are particularly high when managing intergenerational wealth and legacy. We help you create succession frameworks that protect both assets and relationships, ensuring smooth transitions that maintain stability while welcoming fresh perspectives—helping preserve both financial and family capital across generations.
The tension
How to preserve your legacy while attracting fresh perspectives.
Our approach
Family office success requires professionals who can balance technical expertise with deep appreciation for family values and dynamics. We help you identify and develop talent that can navigate both the complexities of wealth management and the nuances of family relationships. Our development programs create pathways for both family members and external professionals to grow into their roles effectively. This dual focus ensures your family office maintains both professional excellence and personal touch in serving family interests.
The tension
How to protect your core values while evolving your culture.
Our approach
Modern family offices must blend traditional values with professional standards. It's about creating an environment where both family members and external professionals feel aligned and motivated. We help you build cultural frameworks that honor family traditions while embedding professional excellence. We focus on developing shared values and practices that unite everyone around your family's long-term vision. This creates a culture where heritage and innovation strengthen each other.
The tension
How to maintain continuity while embracing innovation.
Our approach
Family offices face increasing pressure to modernize their operations while maintaining their fundamental purpose of serving family interests. We help you navigate this evolution, with a process that ensures new technologies and approaches enhance rather than complicate your ability to serve family needs. This balanced approach to transformation keeps you current while maintaining focus on your core mission.
The tension
How to develop future-focused individual while honoring family values

Our approach
By understanding both the technical demands of modern wealth management and your family's long-term aspirations, we ensure your future leadership team will protect and grow your legacy while adapting to evolving global opportunities
Through rigorous assessment of leadership potential and clear development journeys, we help prepare leaders to thrive in this distinctive space, ensuring they can navigate complex investment decisions While honoring your family’s unique values, philanthropic goals, and next-generation priorities
The tension
How to establish governance that provides both control and flexibility.
Our approach
Family office governance must protect both assets and relationships while providing clear direction for leaders. We focus on building boards and governance frameworks that can balance family representation with independent expertise, that oversee without overstepping, and that respect family wishes while enabling operational excellence.

 

 

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Discover how our family enterprise advisors can guide your family foundation through the complexities of modern philanthropy.

 

A partnership built on understanding

Your business isn't just another enterprise—it’s a legacy in the making. That's why we developed RRA Generation. 

Let's have a conversation about where you want to take your business next. Whether you're navigating today’s challenges or planning for tomorrow’s successes, we are here.

Chances are when you meet with us, you’ll do most of the talking and we’ll do most of the listening. Together, we’ll figure out the right leadership solutions for your business. Don’t expect PowerPoints and flow charts. Do expect our full attention and commitment to understanding you. Only then can we begin to help.

Your team of family enterprise advisors

 

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Lead by Justus O’Brien, our global family enterprise advisory practice brings decades of experience working with family enterprises globally, whatever stage of their journey. We recognize that family enterprises represent something extraordinary—where legacy meets innovation, family meets business, and shared values create powerful business advantages. Our commitment extends beyond traditional consulting—we build enduring relationships to become trusted partners in family enterprises for generations to come.


Connect with Our Team

CONNECT WITH OUR FAMILY ENTERPRISE TEAM

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