Owned by families · Shaped by families · For families

The family office industry protects wealth. We protect the family.

We gave the family office back to the family: after thirty years at family business tables, we built the model we always wished existed — owned by the families it serves.

For families in business — whether the money runs through a family office, the operating company, or the founder personally.

Why there is no baton What a Hub is

The idea in one line

There is no baton. The generations lead together now — someone has to build the place where they can. We did.

The “next generation” is now two or three generations leading side by side, for decades. The old models have nothing to say about it. FINH is built for it.

See yourself here

The family business

Generations in and around an operating business; no family office — the money runs through the company. Most of our families start exactly here.

The family with a family office

The capital question is answered; the family question isn’t. The Hub builds the side your office was never designed for.

The trusted adviser

The accountant, lawyer or director beside a family in business — who sees the family work needed, and knows it needs an independent hand.

Side by side, looking at the same horizon — this is where families actually live now.

Why FINH — three things you can play back

Built for the overlap

Others prepare your family for a handover that isn’t how it happens anymore. FINH builds the standing structure for generations leading together — no one else has named it, or built methodology for it.

Owned by families, not consultants

The families who use the platform own the firm — no product to sell, no funds under management, no one generation holding the pen. That independence lets the Hub hold every generation as an equal.

Never the money

Whoever manages your money works within the investment policy your family aligns around. FINH resources the family side only.

30 yearsat family tables — one of Australia’s first accredited family business advisory firms

3 generationsworking with FINH concurrently in our longest engagements

3 citiesa governing board living the overlap — New York, Chennai, Brisbane — in global alliance with Relative Solutions

1 promiseFINH never manages the money

Where the money fits

Your family office manages the money. Your Family Stewardship Council looks after the family.

Someone already manages the money. What’s missing is the place where the generations work together — a Family Stewardship Hub. The first step is a Family Constitution.

Book a conversation

The thinking

There is no baton.

The succession industry is built on a clean handover: one generation lets go, the next takes hold. That world has quietly ended.

People now stay engaged, and often in control, into their seventies and eighties, and some well into their nineties. The “next generation” is two or three at once — senior still engaged, middle yet to have its full turn, rising pressing to begin. No one leaves; the lines blur. Families aren’t living a transfer — they’re living decades of running the enterprise together.

You have watched it play out in public: an heir waiting into his seventies, a next-in-line waiting behind him — none of them structured to genuinely work together in the meantime. Every family sees its own version.

The overlap — where families will actually live for the next thirty years — is unclaimed territory. FINH claims it.

What that changes

The industry sells

FINH builds

A project that ends when the baton passes

A standing structure for generations who lead at the same time — because there is no moment when the work is “done”

Preparing the next generation to take over

Preparing all the generations to work together — including the middle generation that has waited longest and is served least

An adviser engaged by the incumbent generation

An independently resourced hub that belongs to no single generation — the only position from which the generations can be held as equals

A transition with a completion date

A phased, evolving way of working that changes shape as the family does

The third row is the point: a hub funded by one generation inherits that hierarchy. Independent resourcing is the precondition for the overlap working at all.

The place where the generations can work together

The FINH Family Stewardship Hub™ — your family’s own standing structure.

See how a Hub works Book a conversation

The offer

The Family Stewardship Hub

Your family’s own standing structure — where your generations work together: Council, constitution, policies, pathways. Not a project with an end date; a place the family keeps.

Resourced by FINH’s independent, globally credentialled intellectual capital, the Hub belongs to no single generation — and whatever the next scenario brings, the family is never left to find the right expertise each time.

You may not have a family office — most enterprising families don’t. The money often runs through the business, or the founder. That makes an independently resourced family side more necessary, not less.

The wealth industry treats stewardship as safekeeping — one inheritor described it as a beautiful cape she was never allowed to wear, only keep safe and pass along. Stewardship here means the opposite: the generations doing the work together, each actually wearing the cape while they hold it.

The words, straight

FINH term

Family Stewardship Hub™

The family’s whole stewardship system — Council, constitution, policies, pathways — resourced by FINH’s independent intellectual capital.

FINH term

Family Stewardship Council

The family-side governing body — what the literature calls a family council. It owns the constitution and policies, and is where the family aligns around an investment policy: the context for those responsible for the money. Deliberately multi-generational.

The market’s term

Family Office

The family’s investment office — it manages the financial capital (money), guided by the family’s investment policy. FINH never manages the financial capital. Not every family has one: often the function sits inside the operating business — the principle is unchanged.

FINH term

The Overlap

The decades in which two or three generations lead at the same time. Where families actually live now — and what the Hub is built to resource.

How a Hub takes shape

Listen — to every generation

Confidential interviews across all generations, drawn together by FINH’s THEMES diagnostic: where the family is succeeding, and where it is stuck. No individual exposed; no solutions imposed.

Agree the ground rules

A Family Constitution — vision, values and rules of engagement, written before any investment policy. We start with a facilitated activation to align around some agreed family policies, which later form part of the Family Constitution.

Stand the Council up

The Council takes its seat — every generation at the table — owning the constitution, the family’s policies, and the investment policy.

Keep it living

Facilitated committee work, one-to-one experiential learning, workshops and retreats. The Hub evolves as the family does — that is the point.

Delivered by a consulting team, always on the family’s side of the table: no funds under management, no product to sell.

The accessible first step

The Family Constitution

A Family Constitution is not a legal document. It is a moral one — binding because the family wrote it together. It is the natural first step toward a Family Stewardship Hub.

The process

Cleardocs Family Constitution

Designed by FINH, delivered through Cleardocs — a process framework the generations work through together, in as many versions as the conversation needs. The working-through is the point.

The document

The current state of alignment

What the process produces is simply where the family’s alignment stands today. The activation session, Council and Hub give it the place to keep evolving.

A constitution doesn’t need to be elaborate; it needs to exist — and to be revisited.

Book a conversation Start a Constitution on Cleardocs ↗

About FINH

Owned by families. Shaped by families. For families.

When the adviser’s business earns from funds under management or product, the advice bends toward the business. We removed the structure that bends it: FINH is owned by the families it serves.

Behind the reinvention: thirty years at family tables as one of Australia’s first accredited family business advisory firms — Brisbane-anchored, working across Asia-Pacific, in global alliance with Relative Solutions (New York). Our longest engagements now span three generations of the same family — working with FINH at the same time.

A board that lives the overlap

Brisbane David Harland FAICD, AFBA & AFWA Co-founder & Executive Chairman; Senior Consultant – Family Business.

David pivoted from investment banking to co-found FINH in 1994. In 2007 he became one of Australia’s first accredited family business advisers, and holds both Australian and international accreditation (FBA, FFI). Four decades across finance and family enterprise; regularly engaged by mainstream media and as a speaker on families in business.

Full bio

David Harland pivoted from a career in investment banking to co-found FINH in 1994. His vision is to build an independent consultancy offering to support the capability development of families in their stewardship of their business and wealth interests — with a focus on robust communication models.

David has more than two decades of experience in the family business sector (four decades including finance), with unparalleled expertise as an independent adviser to families with investment interests, including operating businesses. In 2007, David became one of Australia’s first accredited family business advisers. He now has both Australian and international accreditation as a Family Business Adviser (FFI and FBA), together with multiple other post-graduate qualifications, and holds a Bachelor of Commerce Degree.

He works closely with Asia Pacific families who need non-family and independent expertise in intergenerational stewardship transitions and family governance structures — including single family office and business/investment decision-making structures and processes. As a respected specialist and commentator, David is regularly engaged for mainstream media coverage, and as a guest speaker on matters pertaining to families in business.

LinkedIn ↗

New York Dr Fredda Herz Brown PhD Non-Executive Director.

A pioneer of the family enterprise field over more than a quarter century, Fredda co-founded Relative Solutions (New York) and is a Fellow and founding board member of the Family Firm Institute. Author of Reweaving the Family Tapestry, co-author of The Family Wealth Sustainability Toolkit, and most recently The Essential Roadmap — with four generations alive in her own family.

Full bio

Fredda Herz Brown is a global pioneer in family business advising, celebrated for her ground-breaking work with enterprising families and their advisers. Fredda is based in New York with FINH’s global alliance partner, Relative Solutions, and provides invaluable counsel to FINH consultants and clients — both as a direct adviser and contributing unparalleled academic rigour across all verticals of the business.

Fredda has more than 35 years of experience in the family business industry. She is a founding board member of the Family Firm Institute (FFI). Her pre- and post-graduate academic credentials are varied and extensive, including a PhD in Psychology.

Fredda’s work has helped to establish professional standards and a knowledge bank to guide consultants globally. She has been extensively published on women in family enterprise; raising children in wealth; board and leadership development; family governance; harmony and communication; and philanthropy — and is co-author of the highly acclaimed ‘Reweaving the Family Tapestry’.

LinkedIn ↗

Chennai Lavanya Nalli MBA Non-Executive Director.

Chairperson of the Nalli Group of Companies — the fifth generation, and first woman executive, of the Indian silk house founded in 1928. Harvard MBA; formerly McKinsey & Company (Chicago) and Myntra. Generations are concurrently active in the business she helps lead.

Full bio

Lavanya is a fifth-generation owner-manager of her family’s 90-year-old business, a $100M national retailer in India. She also has 15 years of experience in ecommerce and retail, having worked at McKinsey & Company, Myntra (Flipkart Group), and Nalli Silk Sarees. She holds an undergraduate degree in Engineering and Computer Science, and an MBA from Harvard Business School.

Lavanya is a mentor and investor to early-stage start-ups in India; a frequent speaker at conferences; an ambassador for NITI Aayog Government of India’s innovation efforts; and an Aspen Fellow as part of the Aspen Global Leadership Network. She has also chaired Campden India’s flagship Families in Business conference.

The Economic Times has named Lavanya among corporate India’s fastest rising women leaders, and Forbes named her among ‘Asia’s Women to Watch’.

LinkedIn ↗

We are not observing the overlap from outside. We are the families we serve — in this specific way too.

The consulting team

A team at the table, not a sole practitioner.

Different generations often need different rooms — and different consultants — before they need the same one. Our Americas bench comes through the Relative Solutions alliance.

Asia Pacific Setina Xie-Forsyth LLB (Hons), BBus Man Consultant – Family Business

An experienced and valued family business adviser — more than a decade with FINH — supporting families through transitional chapters: their why, what’s missing, and what next.

Full bio

Setina Xie-Forsyth is an experienced and valued family business adviser, with a unique ability to guide and support family businesses through transitional chapters — helping them to focus on their why, what’s missing and what next. Her work with family members is learning through experience — FINH’s Experiential Learning — supported one-to-one.

Setina has been an integral part of the FINH team for more than a decade. She has completed a Certificate in Family Business Advising through the Family Firm Institute (FFI) and holds a Bachelor of Law Degree.

Her specific areas of interest include supporting communication and forward planning during the set-up of family governance structures; investment governance; and centralising communication processes. Setina is a skilled mentor and communicator, dedicated to building supportive links between family members, their business and investment interests, their advisers and next-generation capability building.

LinkedIn ↗

Asia Pacific Tom Archer AICD Specialist Rural Consultant

Specialist consultant to rural and regional family enterprises — three decades advising across rural Australia, with first-hand experience managing his own family’s 8,500ha enterprise.

Full bio

Tom Archer is a specialist consultant guiding family business affairs in regional and rural areas of Australia, with first-hand experience growing up in, and now managing, his family’s 8,500ha family enterprise.

Tom has more than three decades of experience working as an adviser and facilitator for family representatives and groups across rural Australia.

His specific areas of interest include ownership transitions; implementing industry-led culture; and developing supportive models for communicating, goal setting and positive progress within family businesses.

LinkedIn ↗

Asia Pacific Johnben Loy PhD, MBA (Cantab) Consultant – Family Business

Kuala Lumpur-based relationship consultant; a pioneer of marriage and family therapy in Asia — and a member of the family behind Taylor’s Education Group.

Full bio

Johnben Loy is based in Kuala Lumpur, Malaysia, and is an experienced relationship consultant. Johnben is a pioneer of marriage and family therapy in Asia and a YPO Certified Forum Facilitator globally, working to empower leaders and business-owning families with systems thinking. He helps people to develop deeper self-awareness and relational mastery for professional effectiveness, family harmony, and personal wellbeing.

Johnben’s family are owners and operators of Taylor’s Education Group, comprising top-tier schools and universities in Malaysia, Singapore, and Vietnam. They are active contributors to the Family Business Network Asia, through peer-networking, education, and community building.

LinkedIn ↗

Asia Pacific Calvin Chan MBA, ACFBA, ACFWA Consultant – Family Business

Third-generation family business member based in Singapore — developing next-generation talent and preparing families for the generations leading together.

Full bio

Calvin Chan is a third-generation family business member based in Singapore, bringing his experience developing next-generation talent and preparing families for generational transition.

Calvin is a member of the Family Firm Institute (FFI), holds an advanced certificate in family business advising (ACFBA) from FFI, is a member of the Family Business Network Asia (FBNA) and was the Learning Chair for FBNA. He holds an MBA from Babson College, where he was co-President of the Family Business Club.

LinkedIn ↗

India Sudhir H. Kalé PhD Senior Consultant – Business

Seasoned consultant combining academic rigour with real-world pragmatism — author, professor, and founder of Kale Consultants (now Accelya Kale Solutions).

Full bio

Sudhir Kale is a seasoned consultant who combines academic rigour with real-world pragmatism. He is an internationally acclaimed author, researcher, and keynote speaker — and an entrepreneur and business owner, most notably founding Kale Consultants Ltd., a premier software development company in India (now Accelya Kale Solutions Ltd).

Sudhir has been on the faculty of several highly ranked business schools in the USA, Asia, and Australia. He holds multiple undergraduate and post-graduate qualifications, including a Bachelor of Science; Master of Science; and a PhD in Business Administration and Marketing.

With more than two decades of consulting experience across five continents, Sudhir assists families in business with implementing best-practice governance solutions and sustainability principles, and has particular expertise in guiding workshops and family meetings to consensus, desired processes, and tangible outcomes. His research has been published in scholarly journals in Psychology, Management and Marketing.

LinkedIn ↗

The Americas Carolyn Greenspon MSW Senior Consultant – Family Business

Fifth-generation member of a business-owning family; 20+ years guiding families through complex chapters — ‘if you take care of the family, you take care of the business.’

Full bio

Carolyn Greenspon is a fifth-generation member of a family business, uniquely qualified to leverage her personal experience, together with clinical and specialised training, as a consultant. Carolyn is based in New York with FINH’s global alliance partner, Relative Solutions.

She is a member of the Family Firm Institute (FFI); holds a Bachelor of Science Degree; Masters in Social Work; and other post-graduate qualifications including certification in Substance Abuse Treatment and Child Psychotherapy.

Carolyn has more than 20 years of experience navigating the various chapters and challenges of family businesses, providing tailored services to help individuals, couples, and whole families. Her work is founded on the principle that ‘if you take care of the family, you take care of the business’. Her interests include developing next-generation talent and leadership; managing complex ownership systems; preparing multi-generational families for transitions; family governance procedures; and family office management strategies. She is a regular speaker at industry conferences including Young Presidents’ Organization and Babson College’s Institute for Family Entrepreneurship.

LinkedIn ↗

The Americas Rebecca A. Meyer MBA Senior Consultant – Family Business

Partners with families to align their human and financial capital with a broader purpose; 15 years in the family office industry, latterly Managing Director at Pitcairn.

Full bio

Rebecca A. Meyer partners with families to help them align their human and financial capital with a broader purpose. She is highly experienced in helping families to collaborate effectively, particularly as they navigate complex challenges.

Rebecca spent 15 years in the family office industry, most recently as Managing Director at Pitcairn, where she advised the firm’s largest families on governance and human capital development and built a curriculum for family learning.

Rebecca holds a BA from the University of Pennsylvania and an MBA from the University of Maryland. She trained at the Bowen Center for the Study of the Family; is a 21/64 Certified Adviser; and is a member of the Family Firm Institute (FFI). She has spoken for the Family Business Network (USA) and is a published author on resilience, and on managing sibling partnerships and cousin consortiums.

LinkedIn ↗

Corporate Ronalyn Escamillas CPA Chief Financial Officer & General Manager

Responsible for FINH’s internal finance and general operations, via associate entity Cloudworks — and counsel on administrative platforms to support family offices.

Full bio

Ronalyn Escamillas is responsible for FINH’s internal finance and general operations, via its associate entity Cloudworks. She also provides counsel for the establishment of administrative platforms to support family offices.

LinkedIn ↗

Singapore Vince Ng Chun Ee Director, FINH Asia Pte Ltd

Accounting and finance professional of 20+ years; director of Veritas Private Consulting, Singapore, and WMI-certified family office advisor.

Full bio

Vince is an accounting and finance professional with over 20 years’ experience in professional and commercial services, with principal interests in accounting, technology and finance. He started his career in the Big Four accounting firms before taking lead finance roles in commercial companies.

He is currently a director of Veritas Private Consulting, a professional services firm in Singapore assisting with business advisory and fund raising for start-up companies, and an Independent Director of Helios Photovoltaic (Asia Pacific) Pte Ltd.

His qualifications include a Bachelor of Commerce (Accounting and Finance) from UNSW Sydney and a Certificate for Family Office Advisors accredited by the Wealth Management Institute (WMI), Singapore. He is a member of CPA Australia and a Chartered Global Management Accountant (UK), and is pursuing the Chartered Valuer and Appraiser qualification (IVAS / Nanyang Business School).

LinkedIn ↗

Three decades, told as it happened

Case Study

When Three Brothers Waited Too Long to Talk

Three siblings, one enterprise, decades of things unsaid — and the structure that finally let them say them.

Available to interested families on request

Case Study

The Founder Built the Wealth, Not the Family

A first generation still leading, a family that had never been resourced the way the balance sheet was.

Available to interested families on request

Case Study

The Five Who Did Everything Together

A family whose togetherness was its glue — until the enterprise needed the generations to lead in different roles at once.

Available to interested families on request

Client stories are shared anonymised and with permission. Full case studies are available to interested families on request.

Book a conversation

Contact

Book a conversation.

A first conversation is confidential, unhurried, and with someone who has sat at hundreds of family tables.

Families tell us the first change is a feeling: safe enough, at last, to say the things that had gone unsaid.

Email us — info@finh.com Call +61 7 3229 7333

Brisbane

1st Level, 14A Gloucester Street
South Brisbane QLD 4101, Australia
+61 7 3229 7333

Singapore

1 North Bridge Road #18-01
High Street Centre, Singapore 179094
+65 3106 4390