Family Enterprise Advisory
We help families build structures that allow wealth, relationships and purpose to endure
WHAT WE DO
The Green Marker is a boutique advisory practice helping enterprising families design governance systems, family offices and leadership structures that preserve both relationships and wealth.
How We Help
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Family Governance
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Family Office Strategy and Design
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Business and Ownership Continuity
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Family Councils and Boards
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Next Generation Education
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Stewardship Development
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Family Constitution and Policies
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Letters of Wishes and Legacy Planning
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Governance Reviews
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Strategic Facilitation and Mediation
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Advisor Coordination
OUR APPROACH
Our work is guided by six interconnected pillars:
1. Purpose
Clarifying the family’s vision, values and legacy.
2. Leadership
Preparing current and future leaders for meaningful stewardship.
3. Governance
Designing practical structures for effective decision-making.
4. Relationships
Strengthening communication and navigating difficult conversations.
5. Stewardship
Developing capable owners, trustees and beneficiaries.
6. Continuity
Integrating governance, leadership and strategy to support long-term success.
Every engagement is tailored to the family’s unique circumstances while drawing upon this integrated framework.
ABOUT HADIELIA
Every family has a story.
Some stories begin with extraordinary entrepreneurial vision. Others are shaped by resilience, sacrifice or the courage to build something that did not exist before. Over time, those stories become businesses, investments, foundations and family offices. They also become more complex, bringing new opportunities, responsibilities and questions that cannot be answered by legal documents or financial models alone.
My work begins where technical advice ends.
For more than fifteen years, I have advised entrepreneurs, family enterprises and families of significant wealth as they navigate succession, governance, family office design and continuity planning. Throughout my career—as a private banker, lawyer, family enterprise advisor—I have been privileged to sit beside families during some of the most important moments in their history.
WHAT'S IN A NAME?
Why The Green Marker?
People often ask where the name The Green Marker comes from. For as long as I can remember, I’ve written in green.
Whether reviewing agreements, facilitating family meetings, sketching governance structures on a whiteboard or capturing ideas during conversations, I’ve always reached for a green marker. Over time, it became more than a personal habit—it became part of how I think and work.
Green represents growth, possibility and renewal. A marker is a tool for making ideas visible, connecting people around a shared vision and bringing clarity to complexity.
We'd love to hear from you
