Thoughtful engagement.
Tailored to your family.
Family Stewardship Plan
A foundation for the journey ahead
A half-day intensive designed to help your family articulate values, surface unspoken assumptions, and create a framework for ongoing stewardship conversations.
Pre-engagement discovery call
Half-day facilitated family session
Designing and delivery of Family Stewardship Plan
Curated resource recommendations
90-day follow-up call
Families new to structured stewardship conversations, or those wanting a clear starting point before deeper engagement.
$5,000 (local engagements)
$10,000 (if travel is required); plus expenses
Stewardship Roadmap
Ongoing guidance for the journey
A quarterly advisory relationship that provides consistent facilitation, accountability, and wisdom as your family navigates stewardship decisions together.
Quarterly facilitated family sessions
Unlimited advisor access between sessions
Annual stewardship review and planning
Customized resource library
Coordination with existing advisors as needed
Priority access to Flourishing Families events
Families in active transition (succession planning, next-generation preparation, significant giving decisions) who benefit from regular touchpoints.
Flourishing Family Partnership
A comprehensive relationship built for transformation
Our most comprehensive engagement for multi-generational families seeking deep, sustained transformation. This is not an advisory service. It's a partnership.
Everything in Stewardship Roadmap, plus:
Annual multi-day family retreat facilitation
Individual coaching for family members
Next-generation development programming
Family governance structure development
Strategic introductions to partner network
Multi-generational families committed to long-term flourishing, typically with complex family systems and significant stewardship responsibilities.
Our Process
We don't show up with prescriptive answers.
We come with curiosity.
Research shows that curiosity is a powerful, overlooked driver of insight and healthy relationships. In family conversations, it lowers defensiveness, opens new understanding, and makes room for the Holy Spirit to reveal truth.
Scripture pairs curiosity with discernment. Paul prays in Philippians 1:9-10 that our love would "abound... in knowledge and all discernment, so that you may approve what is excellent." This wisdom allows families to see clearly and choose well, even in complex seasons.
Our role as guides is to draw out what God has placed within your family, not impose external answers. Through thoughtful questions, reflective dialogue, and attentive listening, we help surface the values, hopes, and tensions already present so clarity can emerge.
This facilitative posture—humble, curious, and biblically grounded—enables families to reach "simplicity on the far side of complexity," where unity grows, purpose sharpens, and flourishing becomes possible for generations.
The Four Steps
01
Conversation
It starts with listening. We want to understand your family's story, your hopes, your concerns, and what prompted you to reach out. No pressure. No pitch. Just a genuine conversation to see if we might be the right fit.
02
Discovery
If we move forward, we go deeper. Through interviews and assessments, we learn about your family dynamics, existing structures, and the specific opportunities and challenges you're facing.
03
Design
Based on what we learn, we design an engagement tailored to your family. No templates. No cookie-cutter solutions. Your family is unique, and your engagement should be too.
04
Journey
Then we walk together. Through facilitated conversations, retreats, individual coaching, and ongoing support, we help your family move from where you are to where you want to be.
