How We Support You and Your Clients

If you are an attorney, accountant, investment advisor, family office executive, banker, or other professional advising family enterprises or families with shared wealth, you may have encountered challenges reconciling family dynamics with sound business or legal recommendations. These complexities can at times impede your clients’ ability to act upon your professional guidance.

Our firm offers direct consultation to families or serves as an educational resource for advisors and their teams—enhancing your ability to address the multifaceted issues affecting succession planning, estate structuring, governance, investment management, and more.

What We Do Not Do

We are not legal, tax, or financial advisors. We do not draft estate documents, provide tax opinions, or offer investment products.

What We Offer

We specialize in providing expert guidance and education to families with shared assets and to the professionals who support them. Our work often begins where legal and financial services leave off—when family dynamics threaten the continuity of the enterprise or the integrity of the legacy.

Our services focus on building frameworks for governance, effective communication, and collective decision-making. These frameworks help families better manage shared resources across generations. We deliver our expertise through direct consultation as well as through educational offerings such as conferences, webinars, and publications.

In addition, we support families facing sensitive interpersonal challenges, including issues related to addiction, divorce, and estrangement.

Our approach integrates practical business knowledge in governance, leadership, and enterprise management with behavioral science disciplines such as psychology and organizational development.

Contact Us

We welcome the opportunity to collaborate. To explore how we may support your practice and your clients, please contact us directly.