The Helixx Group is a pioneer in providing agency services that advance the lifework objectives of high-impact business and idea entrepreneurs.

In pursuing this mission, the firm is also providing consultative support to "new model" services companies and is providing idea leadership in helping to further our common understanding of the way that individuals create economic and non-economic value.

The Helixx client services model has been developed around the central goal of assisting high-impact entrepreneurs in their personal effort to maximize opportunities to create new value, to live more meaningfully, and to have a more positive impact in their individual spheres of influence.

Helixx accomplishes this by helping clients identify their unique assets, by understanding and honing their value-creating processes, and by assisting them in the development of the necessary tools, teams and infrastructures required for them to work best. This is done with the goal of capitalizing the client's personal assets, to their benefit and to the benefit of the organizations with which they affiliate.

The Helixx client experience centers around "Lifework Projects." These projects focus Helixx resources on specific strategic objectives. As this project work progresses, Helixx and the client also initiate The Lifework Optimization Process.

In this way, there is both a planning and an agency aspect of our client work. This active participation (i.e., agency role) alongside the client is part of what differentiates us from the legion of "coaches" that market themselves to entrepreneurs. We do not stay on the sideline, as coaches do. We get in the game and become partners by investing in and with our clients.

Helixx has engagements with several national financial and philanthropic advisory firms through which Helixx identifies key information about the fast-developing life planning and philanthropic services industry, and how companies can take advantage of the emerging trends and opportunities relating to it.

This work stems from the involvements of The Helixx Group with individual and institutional clients engaged in "new models" of personal advisory services and the intersection of these services with philanthropy. For example, the firm has been engaged in a large-scale effort to understand how financial advisors can more effectively provide wide-ranging philanthropic services to their clients, how to replicate successful "family office" models, how to incorporate best-of-class "open finance" technology solutions and other smiliar initiatives.

The Lifework Optimization Process begins with the identification of The Lifework Profile. Clients are introduced to other peer relationships through an association with The Lifework Network. Specific client initiatives are developed through The Lifework Agency. Capitalization activities are managed through The Lifework Investment Bank. And specific efforts to establish "lasting impact" are addressed through The Lifework Legacy Program.

Lifework Profile
The first phase of the Helixx client relationship results in a Lifework Profile. This in-depth profile is then used to facilitate synergistic relationship connections through The Lifework Network and the proposal process for The Lifework Investment Bank. The Lifwork Profile involves identification of unique abilities, assets and calling.

Lifework Network
Helixx will then circulate the Lifework Profile to its network of clients, partners and contacts to begin the process of advancing your lifework objectives. This will include calls and meetings organized on your behalf, as well as shared "goal cultivator" experiences designed to enhance the lifework activities of all Helixx clients. These efforts will be facilitated by a "lifework Concierge" (mentee) assigned to the client.

Lifework Agency & Lifework Investment Bank
Helixx will then prepare an outline of a Lifework Strategy for you. This will include a proposal regarding the Lifework Support Teams required to optimize your work and impact. Helixx will also propose a Lifework Program that focuses on the ways in which a message or a gift can keep on shaping the lives of others beyond your own life.