Leslie Dashew has specialized in working with families in business for over 30 years. She brings her prior experience in family therapy and organizational development to her practice. Her focus is assisting families gain clarity about their vision for the future and develop comprehensive, integrated plans to achieve those goals. She helps clients gain harmony in the family and prosperity in their businesses.
Joe’s specialties are families in business, families of wealth and family foundations. Since 1978, he has helped families communicate better, plan for their future, and grow their tangible and intangible assets.
We lost a great human being in 2021 when Bill Roberts passed away suddenly; however, Bill was prepared. Bill was an expert on so many important things related to family business; and, he was our guy on emergency planning. Bill learned to place the family part, the emotional realities, front and center in his work with clients. We’re in shock but Bill prepared us enough that paths forward are already discernible.