We are not human beings on a spiritual journey, rather we are spiritual beings on a human journey. All endeavors start, exist and eventually end due to human beliefs, passion, innovation, initiative, intention, and interaction. Reaching our full potential in every respect can only be achieved through continuous internal exploration of our body, mind, and spirit. There, we will find our authentic self...our "why"...our passion...our purpose...our unique abilities...our way...what truly matters...what's worthy of exchanging the life we have been given.
OUR VISION OUR MISSION
Be an innovative global leader serving families of affluence and family-owned businesses by guiding them to fully discover and achieve their unique vision, passion and mission by
unlocking individual, family and business potential.
Bring Clarity to purpose; Focus to what matters;
Alignment to actions; Collaboration to solutions;
Orchestration to implementation; Achievement to Goals
All to unlock and realize individual, family and business potential.
OUR GUIDING PRINCIPLES
TENACIOUS: Persistent, commitment and determination for representing other's best interest without glorifying one’s own self.
RESPECTFUL: Deep admiration and patience towards someone or something.
FIDUCIARY. Someone in a position of vulnerability, justifiably vests confidence, good faith, reliance, and trust in another whose aid, advice, or protection is sought in some matter. In such a relation, good conscience requires the fiduciary to act at all times for the sole benefit and interest of the one who trusts.
TRUSTING: A positive and kind faith in the reliability, integrity, and strength of someone or something. Sharing breeds trust, and trust breeds successful outcomes for everyone involved.
CURIOUS. Anxious to learn, eager for knowledge, given to research, and habitually inquisitive all to explore all sides and all possibilities towards discovering optimal solutions for each unique set of facts.
PASSIONATE. An intense emotion, a compelling enthusiasm or desire for something that enables ordinary people to do extraordinary things.
COMPASSIONATE: A proper balance between respecting one's self and the rights and needs of others. Seeing things through someone else's experiences, values, and eyes. Caring for other's welfare.
GENEROUS: The habit of giving more value than you expect to receive in return. It is giving someone a hand-up without thought for yourself.
FORGIVING. Accepting of other's mistakes even if you were hurt in the process.
COURAGEOUS: Embracing purity of thought and action by confronting and overcoming perceived fear, popular opposition, inappropriate emotion, uncertainty, and intimidation.
OUR GUIDING CONCEPTS
ADVOCATES. Solely serving the best interests of our clients by being and staying on their side of the table.
CLARIFYING. Is it possible that the great secrets of life and business can be discovered by exploring one simple, yet profound question…”Why?” Before that question is answered–in depth and breadth–you may find yourself or your business on an unnecessarily expensive and perilous journey to nowhere. Importantly, with clarity comes confidence.
ALIGNED. Any group of people that are striving to achieve any goal will only be successful to the degree they are aligned around the case for action, the desired outcome, barriers to overcome, and unintended consequences of success.
INNOVATIVE. Original and more effective and, as a consequence, new, that "breaks into" the market or society that produces a better solution and result.
TRANSFORMATIVE. A process of profound and radical change that orients a person or group in a new direction by taking it to an entirely different level of effectiveness with little resemblance to the past.
FOCUSED is important because it is the gateway to all thinking: perception, memory, learning, reasoning, problem-solving, and decision making.
ADAPTABLE. Many people, families, and companies have failed because they are not successful at reinventing themselves or managing change. In today's world, innovation is synonymous with survival and success.
LEFT-BRAIN/RIGHT-BRAIN THINKING which leads to better and more sustainable outcomes.
SIMPLICITY is the ultimate sophistication.
SYSTEMATIC. Life, family, and business are systems. In systems, everything is interconnected.
RESULTS. We get things done and see to it that plans are implemented.
SUSTAINABLE. We focus on solutions that are sustainable and transformative.
PROCESS. We approach everything from the inside-out; not the outside-in (which often leads to unintended consequences and failure).
COLLABORATIVE is the approach to unlocking the maximum value and highest-quality advice from your advisory and consulting team. Da Vinci enhances—not detracts from or seeks to replace—your existing professional relationships.
COORDINATED. We believe that optimal solutions can only be realized through a well-orchestrated system of accountability.