For Families
Family Purpose
The 9:03 version of family governance.
Most families who land here were introduced by their advisor. Some are getting ready to sell the business. Some are watching the next generation come of age. Some realized the family has never said out loud what the money is for.
Governance usually begins with structure: councils, charters, decision rights. Family Purpose work begins earlier, with what the family believes, what each person wants, and what the money should make possible. The structure comes after, and it holds up better for it.
How it works
- Family Baseline
Each family member completes a short 9:03 assessment across the Four Pillars before we meet, so the first conversation starts from where each person actually is. - The “Why” Session
A facilitated day together, usually away from home. We name what the family believes, what each person wants, and what the money should make possible. - A Family Path
A Family Purpose plan, written and owned by the family, anchored to the Four Pillars and the six stages of the 9:03 Path. It becomes the thing the structure stands on. - Four Facilitated Sessions a Year
Shaped to where your family actually is: a sale on the horizon, a handoff between generations, a next generation coming of age. - One-on-One Time
Individual sessions for family members, including the next generation, when it helps the whole. - Tools, Exercises, and Accountability
A weekly audit of where the hours go, the 9:03 Clock each quarter, the exercises to work through between sessions, and someone who notices when the family drifts. - Introductions to Collective Partners
A specialist from the Collective, like the physicians at Acropolis Health, when the moment calls for one.
The greatest inheritance isn’t money. It’s meaning, built in the moments you share.
The Family Path
The 9:03 Path, walked as a family.
Every 9:03 engagement runs on the same six stages. A family walks them together, on a path built for what the family needs, and the four sessions a year are where the work happens. There is no clock on it. A first pass usually takes a year, and plenty of families walk it again as the next generation comes of age.
01
The Moment
Do we see that our time together is finite?
The summers left with the kids at home. The sale on the calendar. The handoff nobody has said out loud. We start with the Family Baseline and the Why session, and the question the rest hangs on: what is our 9:03 moment?
02
The Story
What story has this family been living, and is it ours?
Every family runs on a script. Some of it was written on purpose. Most of it was handed down by a founder, a generation, a business. The Story is where we separate what was inherited from what the family actually chooses.
03
The Edit
What do we keep, and what do we cut?
Traditions, expectations, commitments, and where the money goes. A family doesn’t change in one dramatic move. It changes in the small decisions it repeats. The Family Purpose plan is the edit, written down.
04
The Collective
Who keeps us aligned?
The facilitated sessions, your advisor, and the family itself. This comes fourth on purpose: accountability needs something to hold, and until the family has named its story and its edits, there is nothing to hold it to.
05
The Build
What changes when we live this way?
Moments made instead of waited for. A shared experience, a trip, a hard thing done together. The next generation stepping into a role instead of being handed one.
06
The Next Chapter
Are we becoming the family we said?
We retake the Baseline and read it against the first. The family writes the next chapter: what the next season is for, and what gets handed to the next generation with the money.
Insights and takeaways
After every session the family gets a written read: what we heard, where the hours and the money are actually going, and one edit to make before we meet again. By the end of a first pass the family holds six things: a Baseline, a named moment, the family story on paper, a short list of edits, a shared experience behind it, and the next chapter written.
Who it’s for
Families at a transition: a liquidity event, a handoff between generations, a founder stepping back from the business. That is where most of this work starts, because that is when the question of what the money is for stops being theoretical.
And families who are not in crisis at all. Families who want to strengthen what is already working and grow into what comes next: parents who want the next generation to inherit a purpose along with the assets, couples building a shared story rather than two separate ones, blended families writing a new chapter together, and families who have simply never said out loud what the money is for and would like to, before the moment forces it.
If your family has time, health, and each other, this is the work of spending them on purpose. Time is the currency. A family spends it together or it spends it apart.
Working with your advisor
Your advisor manages the money. We work on what it is for. With the family’s permission, we share the Family Purpose plan and any decisions that bear on planning, stewardship, or transition. What one family member tells us privately stays private.
Start the conversation.
Referred by an advisor? Mention their name when you book.