The Cecily Group: We help our clients to pass on Family Abundance to the Next Generation

The Cecily Group specializes in Family Office Services, providing innovative tools and tailored systems to support wealthy families, family councils, high-net-worth individuals, and family offices. Our mission is to ensure the successful transfer of a family’s abundance — including wealth, relationships, time, and purpose — to the next generation.

At the heart of our approach is a commitment to innovation and collaboration. We’ve built an “Awesome Team” that embodies passion, humility, and a dedication to personal growth, driving transformative solutions for the families we serve.

The Cecily Group was founded in Austria and, for the past two years, has also established a presence in Bulgaria, further expanding its reach and capabilities.

As a member of EFQM, the European Foundation for Quality Management, we are committed to a holistic form of continuous improvement and the UN’s 17 Sustainable Development Goals.

We have developed our company to be values-driven and see this as a guiding principle for us to deliver exceptional service to our clients.

 

Our values are:

  1. We all take great care in being available for anyone.
  2. When we work, we do this with Batteries Included. These Batteries are always charged and ready to go further. We know how to charge our batteries and find motivation from ourselves.
  3. We strive for humility in our work. Our achievements are always an achievement by the Awesome Team and not by an individual.
  4. We work in our area of unique ability and we work with a passion for what we do.
  5. Does it look (or feel) classy? “If we cannot do it with class then let’s leave it.”
  6. We provide an atmosphere where every member of our Awesome Team can grow both personally and professionally. Sometimes it will be tough, and sometimes it will be a real challenge: but we’ll always do it together.
  7. We work in an upfront and forthright environment. We can say when something doesn’t work as it should.
  8. We are curious and innovative. It’ll be down to you to bring in new ideas which we can then develop further.
  9. Sometimes we fail. When we fail, we fail with so much style that we can learn from it and move on_.
  10. Naturally, we don’t always get it right. But if that happens, everybody is expected to raise a hand so we can improve our Awesome Team.

 

The Cecily Group’s Approach to Work-Life Balance and Team Well-being

  • Flexibility in Work:
    • Team members choose when, where, and how much they work, fostering true work-life balance.
  • Connection and Guidance:
    • Quarterly in-person meetings to strengthen relationships.
    • Regular virtual call-ins for ongoing collaboration.
    • Personal review dinners for tailored professional guidance.
    • We make a point of having few, but impactful, meetings.
  • Employee Well-being:
    • Commitment to keeping team members recharged, reflecting the “fully charged batteries” philosophy.
  • Professional Growth:
    • Each team member has access to a discretionary educational budget to:
      • Enhance unique abilities.
      • Pursue professional objectives.
  • A Culture of Openness:
    • The Cecily Group fosters an inclusive environment by:
      • Recognizing diverse aspirations.
      • Supporting individual preferences of the Awesome Team members.

 

Why are we doing this?

In a competitive field, creating a unique brand identity begins with a firm foundation of values. These values, when truly lived, allow us to communicate with clarity and purpose, both within our organization and with the world beyond.

A values-driven culture not only draws clients who share our ethos but also attracts employees whose principles align with our own. It establishes clear expectations, ensuring that those who join The Cecily Group bring not just their talents but a commitment to the ideals that guide us.