How Can We Help You?
If you are an attorney, accountant, investment advisor, family office executive, banker or other professional that serves family businesses or families with shared assets, you've likely experienced challenges balancing family and business needs that interfere with your clients' ability to act on your professional recommendations.
We can be a resource to your clients directly or as an educational partner helping you and your team better understand family business challenges and how they interact with decisions around succession, estate planning, investments and more.
What Don't We Do?
We are not attorneys, accountants or investment professionals. We do not prepare estate plans or provide tax advice. We do not sell any products.
What Do We Do?
We provide our time and expertise as educators and advisors for enterprising families in business or with shared wealth, and the advisors that serve them.
Many professional service providers find us to be a trusted partner and resource for clients who are experiencing challenges that threaten the long-term longevity of either the business or the family.
Our focus is helping those families establish governance, communication and decision making systems that facilitate better management of their shared resources. We do this through both consultation with the family and through educational programs such as conferences, webinars, and books.
We also facilitate dealing with family conflict, including the very difficult challenges around issues like addiction, divorce, and family cutoffs.
Our shared expertise is in business - with topics like governance, leadership, management as focus - and in behavioral science like psychology and organizational behavior.
How can we support you?
We'd be happy to explore if our group of advisors could assist you in your service to your clients. The easiest way to get started is to talk to us directly. Contact us to speak to a member of our team and learn more about how we can add value to your client relationships.