Wealth is never just about MONEY. AT the root, It’s about PEOPLE, RELATIONSHIP and FAMILY.
Let's Start by Asking: How Do We Want to Be Together?
I’m glad to meet you here.
I believe that there is only one way to grow lasting wealth – by growing people and relationships.
In the end, relationships are the only currency that matters!
I’m glad to meet you here.
I believe that there is only one way to grow lasting wealth – by growing people and relationships.
In the end, relationships are the only currency that matters!
Aileen has spent her career helping enterprising families align and take steps toward the future they want to create together. As a Family Business Consultant, Certified Financial Planer, and Certified Relationship Systems Coach, Aileen brings a multi-disciplined and integrated approach to her work, including 20 years of experience in complex financial and estate planning for business-owning families.
How I Can Help
Conflict Management
Families fall into communication patterns that can undermine their relationships – making it difficult to align on business and wealth planning initiatives. I work with families to help them navigate rough waters, helping them to find new ways of addressing reoccurring challenges and dilemmas. I support family relationships by helping them have difficult conversations in new and productive ways.
Coaching Sibling Teams
Often siblings need to make decisions together that impact the family and business. Sibling teaming is an important dimension of family wealth continuity, that is often overlooked. Sibling conflict has a significant impact on family well-being. As a Certified Relationship Systems Coach, I am particularly passionate about working with siblings to overcome relationship challenges, help them align, and become good business partners together. I coach sibling relationships through conflict and help them learn to grow together as a team.
Family Meeting Facilitation
The most important element of a wealth transfer plan is the family meeting. Families are financially interdependent and successful families understand the need to plan for the future together. Good planning requires productive discussions within and between generations, yet having discussions around financial matters can be uncomfortable for families. Often they feel stuck. I facilitate conversations that help families overcome their inertia so they can co-create a vision for the future that anticipates their needs.
Emotional Intelligence and Resilience Coaching
I coach individuals to adopt a positive mindset to boost performance, increase well-being and improve relationships. My lived experiences have informed the work that I do with individuals and families. I support people through loss and hardship, helping them overcome limiting beliefs, unproductive patterns, and percieved barriers to find renewed faith in themselves, confidence in the future, and a new way forward.
Money and Meaning
I help individuals understand the role of money in their lives and how to use money intentionally, with meaning, purpose, and direction to create the fulfilling lives they desire. This coaching is highly applicable to inheritors and windfall recipients – where sudden liquidity is both a blessing and a challenge.
"Creating wealth may be an individual pursuit, but keeping wealth is a family pursuit."
Early in my career as a Wealth Manager, I quickly understood that money was never just about money, it’s about choice and how we use our resources intentionally to create the fulfilling lives we desire.
I have spent my career helping enterprising families align and take steps toward the future they want to create together. As a Family Business Consultant, Certified Financial Planner, and Certified Relationship Systems Coach, I have a multi-disciplinary and integrated approach to my work, including 20 years of experience in complex financial and estate planning for business-owning families.
Since 2019 I have been a Consultant with The Family Business Consulting Group (FBCG), and have worked with business-owning families to create succession and continuity plans, with a special focus on sibling teams.
Find out more about The FBCG here.