ProductsThe DinnerThe Playbook WorkshopThe Cultural Safari

A three-day working session for a single family office

Turn what your family loves into what it owns.

Three days finding where culture and capital meet for your family, and an Attention Playbook to make it real.

Book a planning call See how it works
What we work on

It fits the portfolio. Does it fit the family?

Most family offices have at least one asset that should be worth more than it is. Usually it is fine. It just isn’t anywhere anyone particularly wants to be.

A glass tower. An Hermès in the basement. A Carbone on the ground floor. A very good address, and a bar that is empty on a Tuesday night.

Nobody ever failed to build a hotel for lack of money. They failed because in the end nobody cared.

A place is only worth something when somebody specific wants to be there. The same is true of an investment. So we start with what this family cares about, and work outward from there.

How it works

Four parts. Three days. One document at the end.

Each part answers a question the next one depends on.

Two weeks
before
We arrive knowing you

An hour with each key family member. A map of where you already play. Out of that come the three things this family is genuinely wrestling with.

Day one
What this family actually cares about

Not the asset. What each person here is obsessed with, where those interests overlap, and where they do not. This is the part that cannot be done second, because everything after it is built from what today finds.

Day two
morning
Vitamin P™
Why this office exists

The reason recovered from your own history rather than written for you. One sentence the whole room co-authors and can repeat.

Day two
afternoon
Velocity Decision Architecture™
The decision system the whole family can run on

Who decides what, at what size, and what happens when someone arrives with a new idea. Written down once, so the same argument stops coming back every quarter.

Day three
morning
The Operating Review
Whether the office can actually do it

What you have, where the time goes, what only one person knows, and who owns what. Plus one thing built and running before we leave. Where the interviews say you need one, a specialist joins for part of this morning: structure, tax, or succession.

Day three
afternoon
You answer it

The problem you chose goes through everything you have just built. You decide it, in the room, using your own system. Then a second one quickly, to prove it repeats without us.

The full three days, exercise by exercise
Day one · Family Discovery
The three, and the oneThe three candidates go on the wall with what we found about each. You argue, and you pick one. Nobody outside the family votes.
What you are obsessed withEach person, out loud, in front of the others. What you would spend a free Saturday on. What you would build if the return did not have to be the reason.
Do we agreeThree questions answered alone before anyone speaks, then posted on the wall. The spread between the answers is the finding.
The territory wallForty to fifty worlds. Love, curious, not for me. Then tell us why, and we write your words down as you say them.
How you want to playInvest, own, build, partner, experience, learn, support. Where you want to be and how far inside it.
The provocationsFive to seven possibilities we bring you, built from what the interviews turned up. One familiar, some adjacent, one you would never have seen. You rank them.
The smallest moveOne thing small enough to do this week and real enough to matter. Day one ends with something done.
The first readingThe baseline on every measure we can take today, from what happened rather than anyone’s estimate.
Day two, morning · Vitamin P™
The provocation lectureAn hour on purpose-driven organizations, open floor. You interrupt and argue, and the room reveals its own assumptions.
The five questionsConcrete, sensory, narrow. When was this family at its very best, and how did that feel. Each person writes alone, then presents.
The language wallEvery keyword and phrase captured live. Over the morning it becomes your family’s own language, visible to itself.
The collective whyOne sentence the whole room co-authors, from dozens of individual memories.
Day two, afternoon · Velocity Decision Architecture™
The overwhelm mapEvery real decision from the last year on the wall. Made, stalled, made fast and reopened, or back every quarter.
Your profileSix tendencies in two directions. Three that stop you, three that make you overshoot. Self-named, never assigned.
AnchorsFive to seven rules that settle a real call in thirty seconds, written so they would have settled the problem you chose.
GuardrailsThree to five limits you pre-decide once, written as permissions. Below this number, no meeting.
CurrentsThe tempo matched to what is actually at stake, so a venue booking and a forty million dollar commitment do not take the same time.
The breakersSeven tools for a decision that is stuck, and for one moving faster than it should.
Day three, morning · The Operating Review
What you actually haveEvery tool, process, list and subscription on one page. Counted rather than described.
Where the time goesFrom a week each person actually recorded. What the office is genuinely spending its people on.
What only one person knowsEverything living in one head, one inbox or one file, ranked by what it would cost you.
Where the data livesWhat is held, who can reach it, and what happens if it gets out. This decides what may be automated at all.
Keep, kill, replace, buyA decision on every tool, with the reason written down.
Who owns whatA named person against every function. Most of what looks like a systems problem is an unassigned problem.
Build the first oneOne piece of automation running before we leave, in your accounts rather than ours.
Whoever else needs to be hereStructure, tax, or estate and succession. Which one, and whether any, is decided by what the interviews surfaced.
What you leave with

The Attention Playbook

One document, ten days after we leave.

01
What you are looking for

The territories where what this family loves meets a real opportunity.

02
Why

One sentence on what this office is for, that everyone in the room agreed to.

03
How you decide

A decision system built from how your family actually decides, so things move.

04
How it gets done

Your office written down, and one thing already running before we leave.

Why it matters

Three returns you are not measuring

Your financial KPIs are clear. They just don’t tell you whether a place is working until long after it has.

Experience KPIs

What happened in the room. What share of the people invited actually came. Did they stay past the time it was meant to end. Did they take part or watch. Did anyone ask when the next one is.

Emotional KPIs

What the people in it did next. Did they come back within six months. Did they bring somebody the second time. How far did they travel. Did the next generation come, and did they speak.

Cultural KPIs

What it did to the place around it. Did the area get busier. Have other operators opened nearby. Do local people name it when they describe the neighborhood. Did anyone write about it without being asked.

The room, the people in it, and the place around it. All three move inside a quarter. The financial ones take years, and by the time they move, the decision that caused them is long gone.

What it costs

The whole system

The whole system.
Four parts, three days, in person, we come to you		$65,000

Travel and expenses are not included. If a family genuinely cannot get in one room, a virtual session is possible, but we recommend in person.

Start with the three things most in your way.

Thirty minutes. We will tell you honestly whether this is right for your family, and if it is not, we usually know what is.

Book a planning call
The rest of what we do
HOW IT FITS TOGETHER The DinnerTwenty-five people we choose,one evening The Playbook WorkshopWhere culture and capitalmeet for your familyYOU ARE HERE The Cultural Safari*A week inside a cityat operator level A retainer A build Into the fund *We need to run The Playbook Workshop before The Cultural Safari so we can customize the experience for you.