Clarity Call: Negotiation, Facilitation & Arbitration for Family Offices &Impact Investors

Empower your investments with strategic Negotiation Excellence. Our Strategic Impact Package, designed specifically for Family Offices and Impact Investors, starts with a 5-hour Clarity Call ($395) that delivers actionable insights tailored to your mission-driven goals. Following this, you’ll receive a complimentary day of expert negotiation support—valued at $1,500—along with a Strategic Facilitation Letter to maximize your deal’s impact. With flexible pricing, including an optional success fee for deals over $1M and a special pro bono option for case study participants, we align our success with your values. Book your Clarity Call today and step into transformative negotiations.

$395

Invest in Your Success

We map your Negotiation Landscape

In this Clarity Call, we’ll dissect your unique negotiation or investment landscape—whether you’re a Family Office seeking to preserve and grow generational wealth or an Impact Investor aiming to balance profit with purpose. We’ll map out key players, from trustees and beneficiaries to ESG-focused partners, while uncovering leverage points like stakeholder incentives, impact-linked returns, or strategic timing. We’ll also anticipate challenges, such as aligning diverse interests or navigating multi-jurisdictional complexities. Together, we’ll explore bespoke structuring options—crafting multi-faceted negotiation strategies that leverage Final Offer Arbitration (FOA) to break deadlocks decisively and ZOPA Facilitation to expand your win-win zone. By the end, you’ll have a clear, actionable roadmap to navigate every facet of your deal with precision, knowing our expert deal support can turn stalled talks into swift, successful closures.

Both family offices and impact investors must book this essential Clarity Call to begin. For Impact Investors, this session unlocks a Complimentary Day of expert negotiation support. Family Offices, however, proceed at our standard, hybrid service rates, which you self-select from a range of $1,500–$2,500 per day (2-days approx.) plus 0.5%–3% of the deal value, tailored to your specific needs.

In this 5-hour, multi-session Clarity Call, we’ll craft a custom negotiation plan designed specifically for your goals as a family office or impact investor—whether you’re aiming to preserve generational wealth, structure a socially impactful investment, or close a high-stakes, multi-party deal with precision. Together, we’ll map out actionable steps to enhance your leverage, such as optimizing trust arrangements to secure tax advantages or timing your offer to align with ESG market shifts. We’ll also tackle multi-issue complexities—like balancing financial returns with impact metrics or navigating regulatory requirements—so you walk away with the best possible outcome, fully prepared and in control.

What Awaits You

  • 1:1 Mentorship

    We’ll start by mapping your goals and challenges, then co-create a step-by-step roadmap to achieve them.

    For a family office, this might mean designing a negotiation strategy that secures a legacy-defining investment while minimizing tax exposure. For an impact investor, it could involve structuring a deal that locks in ESG commitments without sacrificing returns—complete with clauses to enforce accountability. Expect practical, hands-on tools: sample term sheets, negotiation scripts, or compliance checklists, all tailored to your context.

    Why It Matters

    This one-on-one mentorship ensures you’re not just another client—you’re a collaborator in mastering the art and science of your deal. With 5 hours of uninterrupted focus, you’ll emerge with clarity, confidence, and a competitive edge, ready to execute your vision in a way that reflects your values and ambitions

  • Tailored Strategies

    Custom Negotiation Roadmap
    No two family office or impact investment deals are the same, and a one-size-fits-all approach won’t suffice. In the Clarity Call, we’ll develop a bespoke strategy tailored to your specific objectives—whether you’re aiming to structure a tax-efficient investment vehicle, navigate regulatory hurdles in cross-border deals, or align diverse stakeholders in a mission-driven project.

    You’ll gain a clear understanding of how our full service can bring this strategy to life, using advanced methodologies like ZOPA to identify win-win opportunities and FOA 2.0 (Final Offer Arbitration) to resolve disputes efficiently and equitably, ensuring your negotiation achieves its strategic goals while maximizing value and lasting impact.

  • Insider Insights

    Unlock Hidden Leverage in Family Office & Impact Deals

    High-stakes negotiations in this space come with intricate details—think stakeholder incentives, regulatory frameworks, or emerging impact trends that can dramatically affect deal outcomes. During the Clarity Call, I’ll share insider knowledge to help you navigate multi-faceted negotiations, spot opportunities others miss (like emerging ESG trends or untapped funding sources), and avoid costly pitfalls such as misaligned stakeholder interests or regulatory hurdles. This is your chance to tap into the strategic negotiation expertise that turns complex challenges into high-impact outcomes.

  • Impact Focus

    Drive Results with Flexible Pricing

    Our full service delivers tangible outcomes: smoother negotiations, faster deal closures, and optimized terms that safeguard your interests in high-stakes family office or impact investment deals. After the Clarity Call, our pricing adapts to your needs with a client-driven approach:

    For Impact Investors: As part of our commitment to mission-driven outcomes, you receive a complimentary day of expert negotiation support (valued at $1,500) post-Clarity Call. Should your deal exceed $1M, you may opt for an optional success fee of 0%–1.5% of the deal value, at your discretion.

    For Family Offices: Standard rates apply, with engagements typically spanning 2-3 days at a daily rate of $1,500–$2,500 (your choice, based on complexity), plus a self-selected commission of 0.5%–3% of the deal value.

    The Clarity Call fee ($395) is deducted from your total, ensuring you only pay for the value we deliver. This transparent, flexible model aligns our success with yours—whether you’re securing a legacy investment or finalizing a mission-driven deal.

In this 5-hour,multi segmented Clarity Call ($395), we’ll dive into your specific needs for negotiating, facilitating, or arbitrating of an transaction. This standalone session delivers immediate value—a tailored plan to address your unique challenges, whether it’s securing a rare painting at auction or navigating the complexities of a vintage car sale. It also offers a preview of how our full service can drive your deal forward. Should you choose to engage us for the Negotiation, Facilitation, or Arbitration phase afterward, our flexible hybrid pricing model kicks in, putting you in control of the investment. More detail below.

Doris Buchert

Secure Your 1:1 Session Now

During the 5-hour Clarity Call ($395), you’ll engage one-on-one with a seasoned expert whose deep expertise spans high-stakes negotiations, strategic deal structuring, and mission-driven investment outcomes tailored to family offices and impact investors. This isn’t a generic consultation—it’s a bespoke, hands-on partnership designed to equip you with the precise skills, knowledge, and abilities to navigate your unique deal with confidence and precision.

What We’ll Cover

We’ll dive deep into the specific challenges you face, whether you’re a family office managing generational wealth or an impact investor balancing financial returns with measurable social or environmental good. Together, we’ll dissect your scenario—be it structuring a tax-efficient trust for multi-jurisdictional assets, negotiating impact-linked terms with diverse stakeholders, or aligning a complex portfolio with ESG (Environmental, Social, Governance) standards. Our focus is on your real-world priorities, ensuring every insight and strategy is immediately applicable.

Skills You’ll Gain

  • Advanced Negotiation Mastery: Learn to wield tools like ZOPA (Zone of Possible Agreement) and BATNA (Best Alternative to a Negotiated Agreement) to expand your bargaining power, secure favorable terms, and maintain leverage in high-pressure discussions.

  • Strategic Deal Structuring: Acquire the ability to craft investment frameworks that optimize tax efficiency, mitigate risk, and integrate impact goals—whether it’s through trusts, SPVs (Special Purpose Vehicles), or innovative financing mechanisms.

  • Stakeholder Alignment: Develop techniques to unify diverse parties—family members, co-investors, or regulatory bodies—around a shared vision, turning potential conflicts into collaborative wins.

Knowledge You’ll Build

  • Wealth Preservation Expertise: Understand the intricacies of protecting and growing generational wealth, from navigating cross-border regulations to leveraging estate planning tools that safeguard your legacy.

  • Impact Investment Frameworks: Gain a robust command of ESG standards, impact measurement methodologies (e.g., IRIS+, SDG alignment), and emerging trends that drive value in socially conscious deals.

  • Market and Regulatory Insight: Tap into cutting-edge intelligence on global investment climates, tax regimes, and compliance landscapes, ensuring your strategy is both competitive and resilient.

Abilities You’ll Strengthen

  • Tailored Problem-Solving: Walk away with a custom action plan that addresses your specific pain points—whether it’s resolving a deadlock in a multi-party negotiation or designing a deal that satisfies both profit and purpose.

  • Confident Decision-Making: Build the capacity to assess risks, weigh trade-offs, and make informed choices under uncertainty, backed by expert guidance and data-driven insights.

  • Partnership Positioning: Transform from a passive participant into a proactive leader in your deal, equipped to guide conversations, influence outcomes, and earn trust as a strategic partner.

Frequently Given Answers

  • How do I schedule a consultation session?

    To schedule a consultation session, simply click on the "Schedule a Call" button and follow the prompts to select a convenient date and time.

  • What can I expect during the consultation session?

    During the consultation session, you can expect personalized guidance and strategies tailored to your specific goals and challenges. We'll audit where you are today, address any questions or concerns you have, and develop actionable strategies to help you achieve your objectives.

  • How long does a consultation session last?

    Each consultation session lasts for one hour. This allows us to delve deep into your goals and challenges, and provide comprehensive guidance and support.

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Clarity Call: Negotiation | Facilitation | Arbitration for Family Offices & Impact Investors

1:1 Session — 5 hours

$395