A FAMILY ENTERPRISE OFFICE
FOCUS ON WHAT'S IMPORTANT
BALANCE NEEDS OF MULTIPLE STAKEHOLDERS
CREATE YOUR LEGACY
Generational Wealth Planning, Consulting and Coaching
A Proven Process for Progress and Prosperity
Transitioning and Transforming Multi-Generational Stewardship
Facilitate · Educate · Develop · Prepare
Our team stays with you to help hold all parties accountable for their individual responsibilities.
Estate planning and business succession has long been viewed as the most important element of moving family capital to the next generation. However, in our experience, we have found and believe that the most important element is the process of transition.
Ownership of assets does not inherently bring ownership of responsibility and stewardship. Nor does a percentage define a role. We work with your family to develop an understanding of your shared values, which results in a tailored strategic plan for the family's wealth.
How do your values relate to the principles guiding the operation of your business and wealth? How can these values be preserved and taught to future generations in your family, business, and wealth? We help you develop a Family Constitution to address these questions and more.
Schedule A Consultation
There is no right place to start, but that doesn't mean we can't get things headed in the right direction. What it does take is a simple action by you. Contact us today to schedule your first conversation.