We partner with your key advisors to support the family and the enterprise

And help families undo the knots business may cause

We are able to assist families across the spectrum of needs.

We are committed to helping families improve all aspects of their collaborative efforts to oversee their businesses, foundations, and wealth management in the most effective and satisfying manner possible. That is our professional mandate and our personal passion. As a result of our expertise in both organizational functioning and family dynamics, we are able to assist families across the spectrum of needs, addressing the governance, strategy, leadership, and process factors simultaneously.

When those needs extend beyond our core expertise, or where families have already been working with trusted advisors for many years, we work collaboratively with these other wise and caring professionals to support the continuity of your family enterprise across generations.


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Jobs vs. Wealth

Family leaders must have the courage and stamina to create an inclusive, participative, and results-driven culture in the family and business, supported by the right policies and systems. Such a foundation will set the stage for a family legacy which both sustains across multiple future generations, and grows along the way with each group driving growth and diversification and making its own mark.


Growing up Green

Why is it hard to find good successors? We believe that the root issues occur earlier in the lives of next-gen members, linked to the manner in which they experience their family’s wealth and legacy during adolescence and early adulthood.