Our team brings deep experience and specialized expertise to guide business families as they prepare for generations of success.
We delight in serving family businesses on their journeys!
As is our strong encouragement to our members and clients, we ourselves are committed to our own professional development. Here are some of the associations where we both contribute and learn emerging best practices from like-minded folks as we pursue our mission to help business families to flourish.
- Family Firm Institute, Inc.
- The Purposeful Planning Institute
- Kaleo Network of Family Business Advisors