We empower business owners to protect and enhance their family wealth.


providing expert advice and counsel, typically in financial and business matters 


partnering with individuals and families in a thought-provoking and creative process that inspires

them to maximize their personal and professional potential


consulting and coaching create a powerful synergy that produces breakthrough results for

individuals and families in business

Families and their businesses are often tripped up by a failure to address family dynamics, communication

and the impact that change can have, particularly during succession and transition.

Our unique services and programs help business families avoid the pitfalls of succession.

With particular attention paid to defining roles and responsibilities, effective communication, and

tools to manage conflict and family dynamics, a family and its business can expect to thrive for generations to come.