Our Team

Our team brings deep experience and specialized expertise to guide business families as they prepare for generations of success. We help families step into the delicate conversations, understand the many options and implications, forge commitments and implement decisions which are in alignment with their values and goals.

We consider it a special privilege to guide business families through the incredible natural complexity they face as they prepare for generations of success.  Using our intergenerational, team-building process, we are committed to work together to build individual and team muscle and develop structures and policies to transform family relationships, align shareholder teams, and build profitable enterprises.