A new vision through a positive lens
family wealth and inheritance supporting family well-being and flourishing
Watch The Hamilton Family and learn about
the impact of aligning family wealth to well-being
We have reimagined inheritance to be more intentional and abidingly positive and create a meaningful impact for their families from today forward.
This new approach to the notion of wealth and inheritance is rooted in evidence-based theories and models — such as positive psychology — that support human flourishing. Ultimately, Appanage offers a platform to use wealth as a means to promote well-being and flourishingour vision is almost opposite to the commonly held risk-management approach to money and people.
We provide an array of consulting and advising services for families in the area of Family Wealth and Well-Being:
A well-being framework provides families with a positive platform to incrementally and over time improve family members’ lives. The framework is built at the intersection of well-being theory supported by a growing body of data and the family’s characteristics and goals. A family that focuses on well-being is intentionally assigning wealth to supporting family members’ flourishing. That is, wealth is best viewed as a necessary resource to support well-being, and the value of any present spending (versus preservation for future support of well-being) should be determined by reference to its return on well-being.
In other words, in this approach all the activities are centered on increasing family members’ well-being. In well-being theory, the core goals are increasing flourishing and the stuff that makes life worth living – i.e., better relationships, and more meaning, purpose and accomplishments.
We plan, organize and facilitate family meetings and retreats that provide a caring environment for constructive dialogue among the family members, support individual flourishing, and build the foundation for using family wealth to promote and accelerate each member’s well-being. While family meetings and retreats are custom made for each client we make sure the content and activities impact participant’s well-being.
We include powerful art and creativity models and tools to propel families along in their shared journey towards building well-being in the various domains. We create tailored experiences and workshops for families using our proprietary experiential learning through art model (ELAM). We use ELAM to develop emotional intelligence, build empathy and compassion between family members, strengthen connection and facilitate communication and many more relational and personal skills.
Additionally, we offer some signature family workshops:
Family Legacy Workshops that strengthen family bonds and raise awareness of the groupdynamic using art and creativity. Creating a fun and playful environment, family members develop a shared understanding of their family legacy, in terms of its values, actions and relationships.
Family Portrait Workshops that are designed to help members understand what it means to be part of the family and express that through art. This is not just powerful experiential learning for individuals and the group, but an amazing reflection on family identiy and meaning, built into an art piece that will survive generations.
This training is designed to inform wealth managers on how well-being theory can be incorporated into wealth and inheritance planning for the benefit of their clients. By using thought-provoking research and theories, wealth managers learn a new, innovative view of wealth and inheritance planning. Managers will incorporate a set of new ideas and tools that will allow them to better support their clients in analyzing key wealth and inheritance challenges.
This workshop is designed for trust officers, investment managers, private bankers and other wealth management professionals.
Family Wealth and Well-Being Framework
This is our signature product. We help families build their own well-being framework supported by family wealth: an integrated approach to family wealth and inheritance.
A well-being framework provides families with a positive platform to incrementally and over time improve family members’ lives. The framework is built at the intersection of well-being theory supported by a growing body of data and the family’s characteristics and goals. A family that focuses on well-being is intentionally assigning wealth to supporting family members’ flourishing. That is, wealth is best viewed as a necessary resource to support well-being, and the value of any present spending (versus preservation for future support of well-being) should be determined by reference to its return on well-being.
In other words, in this approach all the activities are centered on increasing family members’ well-being. In well-being theory, the core goals are increasing flourishing and the stuff that makes life worth living – i.e., better relationships, and more meaning, purpose and accomplishmentsFamily Wealth and Well Being
We plan, organize and facilitate family meetings and retreats that provide a caring environment for constructive dialogue among the family members, support individual flourishing, and build the foundation for using family wealth to promote and accelerate each member’s well-being. While family meetings and retreats are custom made for each client we make sure the content and activities impact participant's well-being.
We provide an array of consulting and advising services for families in the area of Family Wealth and Well-Being
Family Wealth and Well-Being Framework
Family Meetings and Well-Being Retreats
We plan, organize and facilitate family meetings and retreats that provide a caring environment for constructive dialogue among the family members, support individual flourishing, and build the foundation for using family wealth to promote and accelerate each member’s well-being. While family meetings and retreats are custom made for each client we make sure the content and activities impact participant’s well-being.
Art & Family Well-Being
We include powerful art and creativity models and tools to propel families along in their shared journey towards building well-being in the various domains. We create tailored experiences and workshops for families using our proprietary experiential learning through art model (ELAM). We use ELAM to develop emotional intelligence, build empathy and compassion between family members, strengthen connection and facilitate communication and many more relational and personal skills.
Additionally, we offer some signature family workshops:
Family Legacy Workshops that strengthen family bonds and raise awareness of the group dynamic using art and creativity. Creating a fun and playful environment, family members develop a shared understanding of their family legacy, in terms of its values, actions and relationships.
Family Portrait Workshops that are designed to help members understand what it means to be part of the family and express that through art. This is not just powerful experiential learning for individuals and the group, but an amazing reflection on family identiy and meaning, built into an art piece that will survive generations.
Wealth and Well-Being Workshops for Wealth Management Professionals
This training is designed to inform wealth managers on how well-being theory can be incorporated into wealth and inheritance planning for the benefit of their clients. By using thought-provoking research and theories, wealth managers learn a new, innovative view of wealth and inheritance planning. Managers will incorporate a set of new ideas and tools that will allow them to better support their clients in analyzing key wealth and inheritance challenges.
This workshop is designed for trust officers, investment managers, private bankers and other wealth management professionals.
