How We Work
We Look at the Whole Situation
We begin by assessing the whole family, looking at the big picture of what they want in the future, and what elements have to be in place to achieve success. We can assess the traits, abilities and competencies of family members to ensure best fit between their capabilities and the needs of the business. Individual development or coaching parallels family development. For optimum success, one without the other is incomplete.
Work for the Long Haul
We make a long-term commitment to help families implement their solutions. We want to put in place lasting solutions that change the quality of the family’s connections, and the success of its various business and financial ventures.
We Work with the Team of Advisors
We are generalists. Every family has advisors who have an important role. We work as part of a team with your other advisors to design a solution that works for the family. We do not offer legal advice, but work with your advisors to find the best path for your family.