Innovative Outsourced Family Office Serving Family-Owned Construction Companies
We help family businesses build a thriving family enterprise.
Develop a unique strategy that drives consistent top line revenue growth.
Attract and retain the best talent by investing in their personal development and financial future.
Improve family harmony by better understanding family dynamics and family communication styles.
Create a comprehensive plan to fund today’s financial needs with tomorrow’s dreams.
Coordinate each family members personal wealth, estate and tax strategies with the family business.
Design a business exit strategy that works whether the family business is being transferred to the next generation or the business is being sold.
Every family business must grow, the question is, what's best for your family?
Regardless of the answer you need to determine what type of growth planning you desire.
Our Growth Planning Index will help you think about and uncover your motivations for growth. Your customized report will help you focus in on the right growth and equity value drivers for your business.
Take the Growth Planning Index Assessment. Your only investment is about 15 minutes of your time.
That is a fact. The question is whether it will be a designed exit or twist of fate. Creating a business transition plan while you are STILL active in the family business allows you, as an owner, to:
Planning your inevitable transition is not about giving up control. It is all about controlling what you can.
Our Business Exit Readiness Index will help you think about your financial and mental readiness for transitioning the business. The customized report will help you zero in on the right methods for transitioning your business based on your position today.
Take the Business Exit Readiness Index. Your only investment is about 10 minutes of your time.
A featured speaker at the Family Office Summit UK
Winner of the 2019 PlanPlus Global Financial Planning Awards*
Collaborators of Family Business Magazine
*PlanPlus Global Financial Planning Award was independently produced by PlanPlus Global (now owned by MorningStar) and is based on the nature of the advisor’s planning process, as well as the value and benefit the planning had for the client. We applied for the award. Neither the advisor nor their parent firm paid a fee for the nomination, receipt or promotion of the award. The award was independently granted. Entry was limited to applicants with a recognized professional designation who is in good standing and membership in a financial planning organization was required.