What We Offer

We work alongside families and their professional advisors to provide clarity on the most complex aspects of multigenerational wealth. Our role is to guide, coordinate, and facilitate—helping you make informed decisions while working seamlessly with your existing legal, financial, and tax professionals.

Family Governance

What we help you navigate:

Family meeting structures and protocols
Decision-making frameworks for shared assets
Next generation preparation and education
Communication systems between family members
Governance documents and family charters
Conflict resolution approaches

Our approach: We facilitate conversations that might otherwise be difficult and help establish clear frameworks for how your family makes decisions together. This includes coordinating with your legal counsel to formalize structures where appropriate.

Legacy Building

What we help you define:

Family mission and values articulation
Wealth purpose and generational intentions
Personal and family history preservation
Next generation leadership development
Family narrative and story documentation
Education programs for rising generations

Our approach: We guide families through the process of articulating what matters most—ensuring your values and vision are clearly understood and can guide decision-making for generations to come.

Philanthropic Guidance

What we help you create:

Charitable giving strategies and structures
Foundation formation and direction
Grant-making frameworks
Impact measurement approaches
Family engagement in philanthropy
Coordination with tax and legal advisors

Our approach: We help you develop a philanthropic strategy that aligns with your values and provides the impact you envision, working closely with your professional advisors to implement the optimal structures.

Multi-Generational Transitions

What we help you navigate:

Wealth transition planning and preparation
Leadership succession within family enterprises
Rising generation readiness assessment
Family dynamic shifts and role changes
Communication strategies across generations
Transition roadmaps and milestone planning
Coordination between family and professional advisors

Our approach: We guide families through the sensitive process of transitioning leadership, responsibility, and wealth between generations. This includes facilitating honest conversations, assessing preparedness, and creating clear transition roadmaps that work alongside your legal and financial structures.