Services for Families

Presentations for family meetings, workshops, advisor-sponsored client forums, and philanthropic events.

Assisting families with thoughtful solutions to inheritance, trust, and estate planning dilemmas,

Consulting to families of wealth and multi-generational family enterprises.

Services for Advisors

Helping advisors address clients' concerns about inheritance, wealth transfer, and family relationships.

Coaching and training of wealth advisors, tailored to the needs of each organization.

Helping advisors develop advanced skills for clients of varying backgrounds, cultures and interests.