History has clearly shown that family wealth rarely survives beyond the third generation. This does not have to be the case. We partner with your family to provide objective and experienced guidance to help you navigate the many blessings and challenges associated with wealth. With a deep understanding of your family’s unique needs, goals and dynamics, we help your family incorporate the proven best practices of successful families to successfully transfer their financial, intellectual and human capital on through the generations.

• General fiduciary oversight
• Formalized governance for inter-generational issues
• Business succession services
• Family member education