FAQ
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Graddha works with its clients in one of two ways:
1) Focused Engagements - targeted at a specific challenge or goal, such as a facilitated family meeting or prenuptial workshop. These typically range from one to six months.
2) Retained Advisory - where we partner with you on a yearly basis to address a multitude of challenges and goals.These typically include one in-person family meeting, and shorter quarterly video meetings. In addition we coach individual family members on topics such as financial literacy, estate planning, career launch, and wealth identity.
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Graddha works with individuals, couples and families who want to generate authentic warmth and good will with loved ones, articulate the purpose of their wealth, make sure that their advisors are managing their assets in alignment with their values, prepare the rising generations for stewardship, and use wealth as a tool to cultivate genuine well-being. Graddha also works with family offices to support their clients in these efforts. If your priorities align with any of this, it’s likely that you are a “right fit” client for Graddha. And we’d love to talk with you.
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Wealth Dynamics is a term that describes all of the human dimensions of wealth, the ways that wealth impacts our identity, relationships, creativity, purpose, commitments, and personal and professional ambitions. It addresses the interplay between the three dimensions of wealth: personal, interpersonal, and structural.
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Anyone who wants to leverage their wealth as a tool for well being and purposeful living. The more accomplished an athlete becomes, the more coaching they seek. Learning to be purposeful with wealth is not intuitive. It takes mentorship and practice.
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Financial Identity is a term we use to describe how we relate to money on an emotional level. Many factors contribute to it and it can change throughout our lives. Our financial decisions are directly related to our financial identity. Changing the way we use or understand money requires us to become aware of and then intentionally update our financial identity.
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Graddha means “eagle” in Telugu, a south Indian language. The eagle is an apt natural metaphor for Wealth Dynamics. Eagles can see forever, soar above storms and care for their young even after they have fledged the nest. Eagles are also sacred in many native traditions.
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For many reasons. Graddha supports clients to access and leverage creativity in their own lives and in their families and communities. Whether you make it or look at it, art evokes a sense of curiosity, relationship, discussion, connection, and a wide variety of emotions. We see art as a primary lever of change in society – some others being business, philanthropy, and politics. It serves to document history and preserves memory. Art heals and transforms spaces and people.
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Do what you can to create a family culture of communication, trust and mentorship that will support the next generation to develop their passions and a stewardship mentality. The best preparation for an inheritor is to know their parents as people and to be clear about their values, whether they are shared with other family members or individually held. There are specific tools you can use in this process, such as legacy letters, purposeful trusts and more.
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We guide families to communicate more and better. Whether it is a family meeting, inheritor preparation, family governance or something else, we facilitate catalytic conversations that promote shared purpose, better relationships, trust, stewardship and innovation, both individually and as a family. Every voice matters.
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Yes. A family office is essentially an extension of the family system. Whether the family office offers extensive concierge services, strictly investment or accounting services, or falls somewhere in between, it should be serving its clients’ long term purpose. Graddha helps family offices do this.
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We work with our clients until they feel ready to continue the work themselves. While engagements vary from months to years, clients make the most progress when they work steadily over several years to achieve their goals.
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Yes. We have Graddha specific offerings as well as classes, seminars and workshops that we create for advisors and other third parties. Topics covered in the past include Women and Wealth, Preparation of Heirs, Money Mindfulness, Financial Identity, and Wealth Dynamics Training for Advisors.
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Yes. Graddha provides speaking and training related to Wealth Dynamics. We also work with advisory clients on a referral basis.
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One of Graddha’s core values is impeccable discretion. This is because we know how important privacy is. We never repeat what you share with us unless you say it’s ok to do so. This is true even inside families. You are in charge of your information.
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We are not financial advisors. We do not manage money. Nor do we fee based on asset size. And we don’t prescribe what you should be doing with your wealth. We love philanthropy, but it is not the only way to make a difference.
