Our Services



Our Services


Platinum Rule Advisors brings out the best in families and their enterprises.

We deliver on this promise through workshops, teaching, coaching, and speaking.

Platinum Rule Advisors brings out the best in families and their enterprises.

We deliver on this promise through workshops, teaching, coaching, and speaking.

Image

Workshops & Teaching

Using evidence-based curricula, we create educational experiences for family groups and family enterprise leadership teams to address specific topics, including succession planning for love (signature workshop), enneagram discovery, defining your family's legacy, and more. We often collaborate with families to create bespoke workshops and retreats.

Learn More
Image

Coaching

PRA supports families in identifying specific coaching or facilitation needs and creates a bespoke program to address them. We work with individuals, families, and family business and family offices. 

Learn More
Image

Speaking

We offer key-note or interactive style speaking. Some previous speaking topics are:
- What is Your Legacy?
- Succession Planning for Love
- Communication for Families

Learn More
Image

Facilitation

Teams are profoundly generative – in the right settings. Our advisors work with leaders to identify key outcomes and design sessions for teams to achieve those outcomes. Our approach to each organization and session is bespoke, creative and fast-paced to help our clients get the results they need.

Learn More
Image

Coaching

Platinum Rule Advisors coaches work with individuals and teams to achieve their most meaningful goals. We believe every person is resourceful, creative and whole, and our coaches draw on deep experience to help our clients discover their best selves. All Platinum Rule Advisors coaches have attained International Coach Federation (ICF) certification.

Learn More
Image

Speaking

We offer key-note or interactive style speaking. Some previous speaking topics are:
- What is Your Legacy?
- Succession Planning for Love
- Communication for Families

Learn More

Stay Connected

Sign up and receive updates and insights.