The Family Business Family Office, powered by the Family Business Flywheel™, is the first fully integrated advisory model designed specifically for multi-generational family businesses with $10M–$500M in revenue. We act as both the architect and the builder of your family enterprise plan — aligning business strategy, wealth structuring, and family governance under one roof. No silos, no finger-pointing, no missed opportunities.

It didn’t exist for the middle market. The “family office” concept was built for billion-dollar families. We created a model specifically for entrepreneurial families with complex businesses, meaningful wealth, and a desire to protect both across generations — without the $5M+/year overhead of a traditional single-family office.

Owners and CEOs of multi-generational family businesses with $10M–$500M in annual revenue who want to grow the business, coordinate their wealth, and protect their family’s unity and legacy — all through one integrated, next-generation solution.

Most wealth managers focus on investments. CPAs focus on taxes. Business consultants focus on operations. We integrate all three — and more — into one coordinated plan. And unlike simply “adding another advisor,” we often replace your wealth advisory team entirely with our integrated model, so all your strategies and tools are designed, coordinated, and executed by one accountable partner.

A traditional single-family office is an in-house team for ultra-high-net-worth families (typically $500M+ in wealth) managing everything from investments to household staff. We deliver the coordination and strategic oversight of a family office — but at a fraction of the cost, and with a deep focus on the operating business that traditional family offices often overlook.

The Flywheel is a proven framework that accelerates enterprise value while reducing the owner’s dependency in daily operations. It aligns your leadership, culture, and strategy, then connects them directly to your wealth plan and family vision. This makes business strategy inseparable from your wealth and legacy planning — exactly how it should be.

We equip your leadership team with tools, clarity, and alignment, then support them in executing your vision. Because we’re also managing the wealth and legacy strategy, your leaders know that the operational and financial decisions they make are part of one unified plan.

Perfect. We’re not here to replace systems that work — we build on them. We integrate your business framework into a coordinated business-wealth-legacy plan so your efforts compound rather than compete.

In most cases, yes. We often take over the role of your existing wealth advisory team, bringing investment management, insurance, tax strategy, and coordination all under one roof. Your CPA, attorney, and other specialists remain — but now they work in sync with a single strategic hub.

Yes — but always as part of your integrated plan. We design and implement the solutions your family needs, such as buy-sell funding, education funding, long-term care, and investment management. By combining these with your business and family strategy, we ensure every tool serves a bigger, coordinated purpose.

We are the quarterback and the game plan. We create one master plan for business, wealth, and family continuity — then ensure every advisor is aligned to it. We run coordination meetings, track follow-ups, and close gaps before they become costly mistakes.

Common gaps include: tax inefficiencies, uncoordinated estate plans, lack of liquidity for succession, and missing structures to keep family wealth aligned with family purpose. These often arise when no one is managing the whole picture.

Just as you invest in your business and financial capital, you must invest in your family’s human and social capital. We build shared vision, governance structures, and communication skills to reduce conflict, make decisions effectively, and keep the family united.

That’s common — and solvable. We facilitate the hard conversations, uncover shared priorities, and create agreements that bridge generational perspectives. The result: clarity, unity, and trust.

We are the quarterback and the game plan. We create one master plan for business, wealth, and family continuity — then ensure every advisor is aligned to it. We run coordination meetings, track follow-ups, and close gaps before they become costly mistakes.

We address it directly, using proven facilitation to turn disagreements into decisions. Because we also manage the business and wealth planning, we can resolve issues at the source, not just on the surface.

Far less than building your own single-family office — and often less than what you’re already paying in uncoordinated fees and lost opportunities. We blend advisory, investment management, and strategic solutions into one relationship, with efficiencies that can reduce costs in other areas like business coaching or governance facilitation.

We start with a 90-day diagnostic and alignment phase. Most families then continue with ongoing coordination and advisory for at least 12 months — often much longer once they experience the benefits of a truly integrated model.

ROI comes from growth acceleration, tax savings, reduced legal and financial risk, better family decision-making, and higher enterprise value at transition. Many clients also gain something harder to measure: peace of mind knowing the entire family enterprise is managed as one.

Our initial fee covers the Flywheel Diagnostic & Strategy Sessions.

If you’re not satisfied after the first 90 days, you can end the engagement and we’ll refund the full fee.

Yes — in our initial conversations we can share anonymized examples of families who transitioned from fragmented advice to our integrated model, and the measurable results they achieved.

Examples include reducing the CEO’s operational load by 50%, aligning next-gen ownership, saving millions in estate taxes, and successfully transitioning leadership without family fallout.

We are a coordinated network of specialists in business growth, wealth strategy, tax planning, family governance, and leadership development. We act as one team with one plan — your plan.