Services

Services

We customize our family business consulting services to the client and the context.

We work with clients to manage the tremendous complexity of combining family dynamics and business intensity particularly when seeking to sustain themselves for multiple generations. We serve families who share assets and the advisors they trust. Our services include family business consulting, family wealth consulting and wealth psychology consulting for advisors to families.


Our personal connections to top professional colleagues in the following fields are both broad
and deep:

  • Law
  • Finance and Accounting
  • Organizational Assessment
  • Corporate Strategy
  • Business Plan Development
  • Business Valuation
  • Leadership/Executive Coaching
  • Mergers and Acquistions
  • Investment Banking
  • Negotiation
  • Real Estate
  • Philanthropy
  • Family Offices
  • Family Therapy