​HOLISTIC CHATEAU ASSESSMENT
Applicable to all types of heritage houses
The Holistic Chateau Assessment aims create an optimal coherence between the owner(s) and their heritage property. It involves a holistic understanding of the owner’s goals, inner dynamics, challenges and vision for their estate - beyond just financial and technical considerations. The aim is to provide actionable recommendations and processes leading to conscious stewardship, improved owner well-being and sustainable models of cultural property management.

The service is designed to support both individuals inheriting heritage properties and those purchasing them for the first time.
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The heritage coach resides on-site or visits for some days. During this time, they offer processes and reflective conversations, helping owners to identify opportunities and address underlying complexities or challenges of their stewardship. 
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This process results in an optimal evaluation, strategy and customised action plan, covering both the needs of the property and its owner.

​What should I expect from an assessment?

1. Initial Consultations (on-line/ in person)

Objective: Understand the owner’s goals, challenges, and vision for the property.
Activity: An overview conversation to explore the estate’s history, current challenges and concerns - as well as the owner's vision for the future or succession. After the initial meeting, further followup questionnaire /and sessions may be required before heritage coach visits site.

2. On-Site Immersion & Assessment

Objective: The heritage coach resides at the chateau for 2-3 days, to experience the daily rhythms, meet its owner/s, observe challenges firsthand, and assess both the property, the owner’s life within it and engage in meaningful, reflective discussions.

Activities:
  • Property Walkthrough: A detailed view of the property, its state, its community or business operations.
  • Day-to-Day Engagement: Observing management and the overall present strategy.
  • Meaningful Conversations: Daily conversations with the owner(s) about their challenges, family dynamics, personal journey and relationship to the estate - including personal reflection on how the chateau/house, family legacy or business impacts their life.

3. Comprehensive Evaluation

Objective: An overall assessment, evaluation, problem identification and feedback.

Activities:
  • Property Evaluation: Evaluating strengths, opportunities - as well as the 'blindspots', challenges and chronic situations regarding both estate and owner.
  • Owner Vision Mapping: Clarifying the owner’s short- and long-term goals through explorative processes, psychological tools, and reflective questioning. This supports them to envision their stewardship of the estate, in relation to their life purpose and personal truth.
  • Problem Identification: A systemic view of issues related to preservation, modernisation, community-building, optimisation, branding or business operations - were required, as well as relational dynamics, conflict, family legacy and succession.

4. Co-Creation of a Plan

Objective: Create a solution-focused, customised action-plan that addresses both the property’s needs and the owner's optimal personal journey.

Activities:
  • Estate Stewardship Plan: A practical roadmap, resulting from a systemic view, reflection and creative processes.
  • Personal Growth Plan: Suggestions for how the owner can align their personal vision, mindset, own legacy with their stewardship of the estate. This may involve individual parallel sessions.
  • Problem-Solving: Guidance and practical solutions to challenges through innovation, insight, mindset, improvement of relationships - and optimal use of existing tangible and intangible resources. 

5. Implementation & Support

Objective: After the on-site visit, and in agreement with client, the heritage coach can provide ongoing coaching, know-how, guidance, to help implement desired changes.

Activities:
  • Regular Follow-Up Sessions: Scheduled check-ins (in person or virtual) to track progress, adjust plans, feedback and provide additional guidance.
  • Consultation with Experts: Referrals to specialists from the Heritage Muse Network, if needed (architects, historians, appraisers, legal and wealth advisors, estate managers etc.).​

6. Post-implementation review (PIR) & Reflection

Objective: Review progress on both estate improvements and the owner’s personal journey. Focuses on whether the project met its objectives and how well it was implemented.

Activities:
  • Property Review: Focuses on whether the project met the objectives, how well it was implemented and whether any changes, upgrades or outstanding issues exist.
  • Personal Reflection: A closing session where the owner reflects on their journey, any breakthroughs, and how their relationship with the property has evolved.

7. Ongoing Support (Optional)

Objective: Provide long-term or periodic guidance and troubleshooting.

Activities:
  • Annual Check-In/ Touch base: Follow-up to ensure that both the property and personal goals remain aligned.
  • Ad Hoc Coaching: Offering guidance when new challenges arise or further personal coaching is needed.
To be true to tradition,
you need to be true to its flame, not its ashes.
-Jean Jaurès (1859-1914)
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