Develop a Continuous Focus
Daintree’s proprietary See the Forest process is a tool we use with clients to help them define their vision, core values, and key goals. We facilitate ongoing conversations that draw out our clients’ long term objectives for themselves, their families, and society.
Ask Meaningful Questions
- How do you want your family to interact with one another, both today and in the future?
- What do you wish your family could accomplish in the next 25 years?
- What are the values that your family embraces that can make your vision a reality?
Create Specific Action Steps
Daintree helps clients formulate a concrete plan which sets out the tactical steps needed to achieve their goals. Frequently, we partner with our clients’ other advisors to provide actionable recommendations.
Keep Track of Progress
We believe that true performance is measured best by the progress a family makes toward their most important goals. The See the Forest process enables clients to keep track of the progress they’ve made on each goal throughout the year, referring back always to their family’s vision and values to ensure that those goals remain in alignment with the big picture. This is how clients “see the forest.”