Benefit from our experience serving many other families with the same challenges - and opportunities - as yours. We can help you avoid the pitfalls of wealth.
Average Net Worth
Each week our team advises successful families with high net-worths and ultra high net-worths. Our client Values range from $10s of millions to billions.
Our team is not only caring, compassionate, and knowledgable, but also we are literal experts on legacy planning for HNW families. Benefit from our decades of experience.
HNW Family Staff Members
We don't just advise successful families, we came from the same situation. We truly understand the special inheritance dynamics at hand.
You've achieved many goals and are benefitting from your labor. How do you make it last? Learn how - it's easier than you think!
A legacy is never just about the current wealth holder. Your success can be grown through your children and theirs.
Building a legacy is preparing your heirs - and theirs. Get the skills and approaches needed to ensure it.
Our team offers a variety of in-person and virtual services focused on key aspects of planning for your legacy and managing transitions in your family.
Our virtual, on-demand programs and information sessions are video-based and engaging.
Our customized family engagements can be delivered on-site or via video conference as you desire.
As an owner or member of a family business, you know there is much to do to make your family business successful now and across the generations.
Since family members associated with a family business often wear multiple hats at the same time, there is a set of core learned skills a family must possess in order to succeed together in business.
Succession/Continuity Planning | Governance Development | Aligning Family Stakeholders | Leadership Coaching | Establishing Family Policies | Communication Skill Enhancement | Multi-Gen Family Meetings & Retreats | Incorporating Legacy Values in Estate Planning | Including Rising Generations in Family Philanthropy | Family Charter Development
Whether you’re leading a family enterprise or working as an integral part of it, creating a shared vision of where you all are now and where you need to go is vital to planning a lasting legacy.
Multigenerational Family Meetings & Retreats
Learn to plan and execute effective meetings and retreats designed to bring the whole family together to work on building for now and the future. Enhance communications, practice parenting, and build a family team.
Customized Family Engagements
Every family is unique and there’s no one-size-fits-all approach to communication, decision-making, and bridge-building. With our guidance and coaching, get your family on the right track no matter the moving parts.
Succession & Continuity Planning
It’s rare when family businesses span more than the second generation. Effective planning for succession can overcome the challenges and create a lasting legacy for the future.
Family Governance Development
Decision-making amongst family members and new generations can be difficult at best. Create structures and processes that are both human, compassionate, and ensure your business has continuity of operations.
Family Leadership Coaching
Our coaching focuses on both the current generation and arming the next generation with the vision, skills, and resources to carry on your legacy throughout your life and theirs.
Don’t waste the love, effort, and time spent building your family enterprise by failing to plan appropriately to realize your vision of where it ends up. Plan now, ensure an ideal tomorrow.