Defining Purpose, Uniting Generations

We are deeply grateful to Julie Robinson, from Inventure, for her exceptional guidance in helping define the Purpose of a Family Trust which owns a pristine piece of land in a nature reserve. Julie’s expertise in facilitating workshops across generations allowed us to articulate a clear Statement of Purpose and in doing so establish our Core Mission, Values and Principles, Goals and Objectives, Impact and Legacy, and help us identify who are our primary Beneficiaries and Stakeholders.

Her dedication and professionalism shone through in every session, ensuring a seamless and insightful process. She approached the task with diligence, patience and a genuine commitment to our success, making even the most complex discussions feel natural and constructive.

Julie also thoughtfully designed a workshop for the younger generation, ensuring alignment spanning multiple generations, which ultimately strengthened the purpose of the Family Trust. Her ability to bridge perspectives and foster meaningful dialogue was invaluable.

Thanks to Julie, the Family Trust now has a well-defined and unified foundation that reflects our collective values and vision. We wholeheartedly recommend her to anyone seeking expert facilitation in defining their business.