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.

We are not attorneys, accountants or investment professionals. We do  not prepare estate plans or provide tax advice. We do not sell any  products. 

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.