Many see the navigation of overlapping complexities in families, business, and wealth as a challenge that is too difficult to hold together.
We see it as an opportunity to grow all elements of wealth.
What to Expect
Our client is the family, defined by the family, and we keep the long-term success and sustainability of the family front and center in our work.
Each step — from the understanding of goals and assessment of challenges to the implementation of needed actions and changes — includes the voice, interests and views of the family. The family must own the decisions they make with our assistance, so our work with families is highly collaborative.
What does a collaborative working relationship look like?
We share responsibility with our client for achieving the family’s and ownership group’s objectives.
We provide advice, education, assessment tools, analysis of their situation, research insights, and benchmarking measures to help our clients achieve their desired path.
We guide and facilitate important family, ownership and management discussions, describe practices that have been successful for other families and companies, recommend tailored solutions that we believe will be useful, and offer analysis and insights around a family’s particular choices.
With our support and guidance, our client makes the ultimate decision for which changes and actions to take.