Family business leaders need partners that can provide fully integrated personal and tailored guidance for all forms of the family's wealth. We focus first and foremost on the objectives and goals for the family, and then the business – which allows the family's legacy to grow and strengthen.
Michael and his team were awarded the 2019 PlanPlus Global Financial Planning Award
Click here to see the press release
Click here to see the judging rubric
Click Here to learn about our Second Opinion Service