REF-030 · Sessions
Three Sessions, Three
Dimensions of Preparedness
Each Successa session addresses a distinct aspect of estate and legacy work. They can be taken individually or in any combination that fits a family's circumstances.
Back to HomeREF-031 · Methodology
How We Structure Our Sessions
Every Successa session follows a preparation-delivery-documentation sequence. Before the session, participants receive a short information pack outlining what to expect and what to gather. During the session, a qualified facilitator guides the group through a tested framework, keeping the work on track without overriding the family's own priorities. After the session, a written output is produced and shared with participants.
We do not improvise the structure. Each session type has been developed and refined through practical delivery, and the sequence is followed consistently. What does vary is the content — which we draw from the specific circumstances, assets and relationships the family brings. This combination of reliable structure and responsive content is what makes the sessions productive rather than generic.
REF-S01 · B2B Workshop
Family Business Succession Workshop
An operational, strategy-focused session for business owners planning leadership handover and process continuity. Centered on roles, timelines and operational structure rather than ownership instruments. This session is designed for business owners who need to think through what a handover actually involves before it happens under pressure.
Session Sequence
Pre-session information pack and role mapping worksheet
Facilitated session reviewing current structure and handover priorities
Succession outline document delivered post-session
Session Fee
฿3,500
REF-S02 · Family Session
Legacy Conversation Facilitation
A gentle, structured session helping families talk openly about wishes, memories and what matters to them. Communication-focused and educational, this session creates space for conversations that are often postponed because families do not know quite how to begin them. The facilitator guides but does not direct.
Session Sequence
Pre-session conversation guide shared with participants
Facilitated family session, typically two to three hours
Written conversation record provided to the family
Session Fee
฿8,400
REF-S03 · Organisation
Estate Inventory Workshop
A guided session on listing, photographing and organising personal belongings into a clear, accessible inventory. Educational and organisational in approach, with no direction on how items should eventually be handled. Participants leave with a usable catalogue of their household's significant possessions.
Session Sequence
Inventory planning worksheet and category guide shared in advance
Workshop session — typically three to five hours depending on scope
Completed inventory template and methodology notes delivered
Session Fee
฿12,250
REF-032 · Comparison
Which Session Is Right for You?
| Feature | Succession ฿3,500 |
Legacy ฿8,400 |
Inventory ฿12,250 |
|---|---|---|---|
| Best suited for | Business owners | Families | Households |
| Written output produced | |||
| Pre-session preparation guide | |||
| Focuses on operational planning | — | — | |
| Facilitated family conversation | — | — | |
| Physical inventory catalogue | — | — | |
| Typical duration | 3–4 hours | 2–3 hours | 3–5 hours |
Sessions can be booked independently or in combination. There is no required sequence.
REF-033 · Standards
Across All Sessions
Full Discretion
Session content and participant details are not shared outside the session.
Written Output
Every session concludes with documentation shared directly with participants.
Qualified Facilitation
All sessions are delivered by qualified facilitators with relevant professional backgrounds.
No Regulated Advice
We are clear about our scope. Legal, financial and medical advice falls outside every session.
REF-034 · Pricing
Session Fees
REF-035 · Next Step
Not Sure Which Session Fits?
Send us a brief note about your situation and we'll suggest the most relevant session — or whether a combination would serve you better.
Get in Touch