We guide family business owners, their next-gen and leadership team to create agile growth, stronger families, greater wealth & a living legacy.
From one generation to another comes big transition. We’re well-versed in the technical strategies that family businesses can use to pass the financial assets of the company and the family efficiently, effectively and equitably.
During life’s big changes, we’re with our clients every step of the way.
* Licensed, not practicing
A family’s building blocks are the social, intellectual and relational capital of everyone within your clan. We want to help you create it, and keep it.
As a family business, your company is your biggest asset. We know wealth consists of your personal financials outside of the company too. The interaction between the two can be complicated. We want to help you grow it and protect it.
A family's balance sheet flourishes when it is focused on complete wealth. Your legacy is your family’s core values, responsible behaviors and community involvement. We want to help you nurture it and share it.