For family offices
The wealth is well run. Is the life?
Becoming assembles expert teams around the principal and the next generation, so the family’s next chapter is chosen on purpose.
Where it shows
The office sees every transition first.
A liquidity event, a handover between generations, a principal stepping back from the business. The office keeps the structures sound. The people inside them are left to work out the rest alone.
- The principal
- Stepping back from the company that defined them, with no plan for who they are next.
- The next generation
- Inheriting responsibility before they have chosen a direction of their own.
- The succession
- Handing over the business means agreeing what the family stands for.
- The liquidity event
- More freedom than ever, and less certainty about what to do with it.
Why family offices work with Becoming
Part of the office’s own service.
What Becoming adds to the office.
- Beyond the balance sheet
- The office already covers wealth, tax and governance. Becoming covers the people making the decisions.
- Across generations
- One method for the principal and the heirs, so the family works from a shared language.
- Fully private
- Each person’s findings stay theirs. The office hears only what they choose to share.
- Light on the office
- You make the introduction. A private concierge handles everything after it.
How it works
Three steps, and the work is ours.
- 01
A conversation
We learn about the family and how the office serves it.
- 02
An introduction
To the principal or a family member, one at a time or several together.
- 03
Three stages
The Diagnostic, the Experience and the Follow-through. Assess, Immerse, Integrate.
A member
$1.4B
Exit, nine years from founding
Founder who exited at $1.4B, now on three boards
They came to us when their success didn’t feel like what they thought it would.
Ninety days later they were driving at a new definition of success all their own, building their next billion-dollar venture.
For the family
Bring Becoming to the family meeting.
We design sessions for family assemblies and next-generation retreats. A room of experts, a shared language for what the family wants next, and conversations that rarely happen on their own.
Your family and our experts
Try it first
Ten questions, three minutes.
Take the Profile yourself, or share it with the principal. It points to the one change that gives the most back.
Work with Becoming
Begin with a conversation.
An hour with our team, about the family and where Becoming fits. There is no charge.
One hour with our team