What We Do

Generational Family Wealth and Business Transition Consulting
outcomes of our process

  • Alignment of the Individual and Family Planning with their Values – assuring that an individuals and family’s tax, legal and other strategies are in alignment with their values and business operations, business growth, succession objectives and their community stewardship in order to preserve their human and financial capital.

  • Estate and Business Succession Plan Analysis and Mapping. Acts as a starting place and touch point throughout the process. Must happen so the family has a baseline and a way to quantify and measure outcomes.

  • A forward looking Stewardship Mentality is created (defined as: wise management and growth of a family’s resources) that guides and assists their actions now, and in the future.

  • Impactful Citizenship and Empowered Philanthropy, whether it be staying in business and providing a great place for people to work (which strengthens a community), or assuring that causes supported with time and resources truly make a difference in the culture of the family and in the lives of the recipients in their community.

Technical Life Insurance Services
many families from our 30 years rely on us for this service

  • Fee Based Review and Analysis for Fiduciaries and Trustees*

  • Fee Based Life Insurance Portfolio Management and Review based on Family Objectives, Values and Intent*

  • Fee Based Life Insurance Analysis, Policy Design and Implementation for Family Offices*

  • Market Representation

* As a Licensed Insurance Consultant.

Expert Generalist and Collaborator

We always work collaboratively with the family and their other advisers to assist the family in maximizing the positive impact that their capital(s) and the accompanying stewardship(s) have on their family, their company and their local and world communities. No one adviser can adequately or competently advise a family on all facets of an effective plan design, implementation and ongoing maintenance, assuring that it aligns with the family's values. In our engagements we work as an expert generalist / trusted adviser to coordinate a collaborative team effort or as a member of a family's planning team representing areas where we can add expertise / value with the ultimate goal of helping the family make progress.

Like a snowflake, each family is unique with distinct capital, characteristics, capabilities and potential. Our work, with the direct participation of the families, explores the possibilities. We help each family recognize their unique capabilities so they can create an environment where all family members can thrive in order to allow their family capital to become self perpetuating for generations.