How Can We Support You?

If you are an attorney, accountant, investment advisor, family office executive, banker, or professional serving family businesses or families with shared assets, you may face challenges balancing family dynamics with business needs. These challenges can impact your clients’ ability to act on your expert advice.

We provide direct support to your clients or serve as an educational partner to you and your team—helping you better understand family business complexities and their effects on succession, estate planning, investments, and more.

What We Are Not

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

What We Do

We deliver expert guidance and education to enterprising families with shared wealth and the professionals who serve them. Many service providers trust us as partners when families face challenges that threaten their business or legacy.

Our focus is on establishing governance, communication, and decision-making systems that improve the management of shared resources. We provide direct family consultation and educational programs including conferences, webinars, and publications.

We also assist families in navigating difficult conflicts, including sensitive issues such as addiction, divorce, and estrangement.

Our expertise combines business knowledge—governance, leadership, and management—with behavioral science insights from psychology and organizational behavior.

Let’s Connect

We welcome the opportunity to explore how our team can support you in serving your clients. Please contact us directly to get started.