family office solutions
The Energetic, Emotional & Practical dimensions of family legacy
energy is fundamental to a lasting legacy
Reinvent & optimize the way you experience wealth.
CONTACT: DAWN@DAWNMARI.CO
Please also check out my LINKEDIN page
boutique services designed for the needs of uhnw & multi-generational families
Increased wealth concentration, transfers of generational wealth and liquidity events spurred by the sale of family-owned businesses have driven a surge of new challenges faced by family offices.
Complexity Management: Families today are multi-generational, multi-jurisdictional, have diverse interests and more sophisticated financials. Human, financial and geopolitical factors, as well as psychological factors have all increased.
As personal wealth and complexity grows, and as objectives change, families feel a pressing need to evolve - to create different structures, professionalize, hire investment and other professionals, or outsource to high-end expertise.
We’re a UNIQUE boutique service that helps FOs think carefully through structure, design and succession from the practical, the human, the emotional and the energetic aspects of family legacy. To be specific - we leverage the latest research on neuroscience, psychology, the subconscious and even spirituality to create truly distinctive solutions.
holistic, innovative solutions
Create cohesiveness across key foundational areas of your Family Office. Solutions ranging from governance to communication to wellness will be expertly tailored to help meet your goals now and across generations.
next gen Education: bridging the gap
Preparing the next generation to be responsible wealth owners and ensuring shared goals and vision for the family’s future are key FO concerns.
How do I even talk to my teenager or 20-something?
How do I connect?
How does sustainable investing, climate change and social consciousness impact us?
How do I raise my children to be responsible with our wealth? Our legacy?
You want to give your children experiences and opportunities you didn’t have, but wealth also presents a unique parenting challenge:
How much is too much? How do you provide without eradicating your children’s ability to stretch (intellectually and financially).
How much should you give your children? How do you raise them to be fiscally responsible?
The psychology, values and perspective of gen z are vastly different than generations age 40+.
This is where we build the bridge: a platform for legacy development and educational engagement of the family
Family bonds are nurtured to ensure a lasting impact and cohesive long term legacy.
Ask about our bespoke immersive next gen programming and workshops for young adults and family members.
Energy alignment, chronic stress prevention
We often feel stuck, frustrated or unfulfilled when our actions are out of alignment with our values.
We have a vision - and yet somehow find our actions are incongruent.
Alternatively, sometimes we do not even know what we value anymore.
We’re just addicted to the velocity, the flux, the scene versus the soul, the heights versus the depth.
Eventually, it all feels a bit…. empty.
Rates of chronic stress, anxiety and depression have reached unprecedented levels. Immune systems cannot cope with sustained high levels of cortisol and adrenaline. This is a program designed to help you heal your nervous system using the latest techniques in mindfulness, neuroscience, nutrition, spirituality and biohacking.
This is where we bring you back home to yourself.
governance, Professionalisation & Communication
Dawn earned her JD from Georgetown Law, BA from Boston College and has consulted closely on regulatory, compliance, operational risk & governance matters with ExCos across a wide range of asset managers. With 20+ years of experience in Finance, honed communication skills as a C-suite and a trained EQ, her ability to analyze blind spots and present feasible governance solutions is simply uncanny.
Effective governance hinges on a sound decision making model and the creation of a sustainable structure. Structure hinges on trust. Trust demands transparent communication.
Effective family communication is essential for a smooth transitions of wealth.
Communication and conflict resolution techniques leverage
holistic psychology
neuroscience
mindfulness
to ensure that multi-generational wealth is not squandered within the infamous 3 generations (“3rd generation curse”).
This is where you build an enduring legacy. This is how you manage leadership transitions.
What Comes Next?
As a UHNW wealth creator, you’re used to achieving certain success. But once that success comes, it can be hard to know what you want to accomplish next. What happens when the FO evolves or when the family business ceases to be the common denominator? What provides real meaning in your life? You’re dropped into anxiety, the unknown and a feeling your relevance is wavering. This is where we do the deep inner work and face the false ego. We also get to have a bit of fun. The result? Renewed unshakeable confidence and sense of purpose.
linkedin consulting & LUX personal branding
Dawn has studied for months under a team of the fastest growing creators on Linkedin - anlazing their growth, how they get impressions/views on a post from 500 to 50,000 to 500,000 - studying their techniques closely. She has also studied branding for her own business.
This is a service for Wealth Managers, HNW and UHNW that will allow them to understand how to further develop their brand and MOST importantly how to 100x their impressions (views) on any post they put up.
Impact and Legacy can sometimes require an audience. This is where you learn how to expand that audience.
unordinary travel
Lower the NOISE - remove the stress of everyday life & replace it with elevated expectations:
Bespoke retreats: (far, far from the “madding crowds” of modern life): awe-inspiring locations immersed in nature & unexpected adventure. This is where you leave the mundane, raise your frequency and slap yourself awake - saturated in natural beauty. And did we mention the unbelievable sunrises?
Wellness education: breathwork, sound baths, biohacking, meditation, visualization. We ground you in peace and calm - using all 5 of the senses.
Dawn’s got a bit of Lara Croft in her -she’s travelled to 35+ countries & 25+ states SOLO whilst working in asset management. She used solo travel to remote locations as a tool for rapid transformation - a way to hone her resilience & confidence and find a deep rooted sense of peace.
This is where you find your edge. And peer over the side of it.
WHY US?
Dawn is an ex C-Suite with 25 years of experience in finance (10+ in asset management) plus a JD from Georgetown Law & BA from Boston College.
She’s an adventure addict and whilst working as an exec in asset management she spent 15 years traveling solo to some of the most remote, stunning locations across the world. This is where she became obsessed with elements of resilience, self-reliance, courage, authenticity and finding your edge - the deeply transformative power of being alone in nature.
She also held an FCA (UK) regulated position for several years and has a keen understanding of operational, regulatory and reputational risk.
She’s lived in 7 cities across the globe including NYC, DC, Boston, London and Melbourne Australia. She’s a passionate writer, photographer and hiker …..and fundamentally, a great lover and observer of the human condition.
Dawn has integrated extensive studies in leadership, zen buddhism, spirituality, neuroscience, sports psychology, biohacking and mindfulness (breathwork, meditation, sound therapy and visualization) to create a platform that ELEVATES and INSPIRES the rooms she enters.
ENERGY IS EVERYTHING
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ENERGY IS EVERYTHING •
Modern research confirms: 90% of affluent families lose their wealth by the end of the third generation
As the wealth dissolves, so does cohesion and peace within the family. Members often end up disconnected and embroiled in conflict.
That is where we come in….
Learn to master intentional wealth stewardship & address practical and emotional dimensions of the family legacy.
We consciously work with our clients to create legacies of Stewardship, Values, & Balance.