The perfect combination to manage a successful family wealth transition.


Defining what matters

Defining what matters

Articulate Family Legacy

The single most important factor in a family's success or failure to preserve and grow wealth is creating a vibrant, lasting family legacy. This includes a vision how the family's wealth should be used and family values that support this vision. Through a tailored process, we work with your family to develop expressions of your shared beliefs and values to cement an enduring family legacy. We assist in defining values, principles, and roles that will guide their family's decisions and actions to preserve the family story for future generations. We also help families gain understanding and insights regarding the impact of money on family relationships and the emotional impact of wealth on children.


Getting everyone on board

Getting everyone on board

Align Family Culture

We guide the family in creating experiences, values, and actions to solidify this vibrant culture. We customize this process to fit your family. Each family member’s style and talents are blended to strengthen the family.

 


Ensuring lasting success

Ensuring lasting success

Establish Family Governance

We assist families in learning the skills of making wise decisions and resolving conflicts through our "10 Core Questions". These skills become transferable from generation to generation. We help develop these capabilities through an ongoing series of family meetings and events. We assist families to educate family member on their roles and obligations. We also guide families in creating a plan that aligns with a shared vision and values.