Strong herds survive & thrive
Competent & Resilient Families Thrive
SEREIN applies professional experience to protect families of significance to accomplish the clarity required to survive, thrive, and make an impact.
Founded by Natalie Fruchaud to support those managing significant wealth and a legacy to gain control of the things they can.
The few things we can control are crucial and routinely overlooked.
Circumstances cannot be controlled but how you embrace situations and change may need to be.
The small steps of tackling administrative tasks, having the right mindset and well-being embody the “what do we do”.
We do not manage investments nor provide professional advice.
Independent and privately-owned, Serein has evolved from its initial conception to support a few international families preparing for intergenerational transfers and enabling the NextGens with competence.
Driven by experience in understanding the myriad challenges which wealth, legacy, and a family history bring, it is of paramount importance to create order and address administrative matters to safeguard all that is important to the family.
Our philosophy is to empower with competence embedded within a framework of being fully aligned with the family.
Our focus is on all the aspects which are conducive to the well-being of the individual and family. All that is required for every individual to feel cool, calm, and collected.
The ‘Why under the Why’…
protect the well-being of the family and secure its legacy
Change is…
…an inevitable part of life and we can either choose to resist it or embrace it.
… the inevitable constant refinement of our being.
… the opportunity for personal growth.
COLLABORATE | COACH | COLLATE | CATALYSE |
With a mindset to simplify- Serein collaborates, coaches, collates, and catalyses.
We established the framework of Serein to provide an effective way of handling the diverse requests for assistance from our peers which ranged from seemingly small to the seemingly complex.
In all situations, accomplishing the ‘simplicity’, ‘harmony’ and ‘opportunities’ families strive for can start from addressing issues of administration or from the well-being of one family member.
We see opportunities where others may only see the burden and feel overwhelmed. Strategies to embrace inevitable change and overcome feelings of overwhelm are core competencies. It starts with the right mindset and a commitment to personal growth.
Dealing with one seemingly small issue always unlocks the path to tackling the more complex ones. Inspired action and outcomes come from the courage to take small steps.
Serein collaborates with other families and family offices who share our philosophy, values, and quest for complementary professional know-how.
It is a privilege to collaborate with those who share the same philosophy and values
Philosophy, Values, and Outcomes:
- Protecting all that is important to a family with a foundation based on well-being and managing “key person risk”
- Protection of the family’s assets, estate, legacy, privacy, and reputation
- Preparing and empowering the “Next Generation” to assume their responsibilities
- Enduring legacy and positive impact
- Mitigate and prevent: chaos, crisis, risks and costs
- Create order and be organised
- Seek efficiencies and cost savings
- Professional expertise and experience aligned with the interests of the family and not conflicted
- Access to and the application of expertise and infrastructure to empower the family to take control of its’ own affairs
- Uniting family members and multiple generations
- Highlight critical issues and implement an appropriate course of action
- Ensure the teams of professional advisers are effectively engaged, well prepared and with the essential coordination required
- Collaboration with other families who have a shared empathy understanding (like-minded parties)
Based on experience, ensuring your teams of advisers are well prepared will enable you to optimise professional advice whilst mitigating unnecessary costs and risks. Put simply, professional advisers value succinct appraisal of information from their clients so that they can be effectively engaged for their core competencies.
As a matter of philosophy to be aligned with the interests of the family, Serein does not provide regulated or professional advice nor does it manage investments or sell financial products.
Survive & Thrive
Well-being is the experience of health, happiness, and prosperity. It recognises the aspects of our lives that we determine ourselves. It includes a sense of purpose. Well-being is personal and subjective but is universally relevant. The past is history. The present and future are dependent upon the choices we make today.
Protect NextGens & Legacy
Safeguarding the family for future generations extends far beyond a focus on the protection of financial assets. It requires careful attention to all the interwoven aspects and ensuring the NextGens are appropriately prepared and on the right trajectory in life. It starts with mindset.
Clarity & Transparency
Without clear and concise information about your entire Estate including proper procedures of governance and carefully prepared implementation strategies encompassing all that is important to the family, how can you make informed decisions and be prepared for the inevitable uncertainties that lie ahead.