Structuring dialogues and creating space for rich, mission-oriented discussions to begin to emerge is challenging

We help legacy families create ecosystems where families thrive and future generations flourish

These points are exceptionally helpful in identifying root causes of issues an organization may face.

Ten favorite reads for 2021 that make excellent gifts

For the G1 wealth creator starting a family office – it is the family office that will become the first true ‘family’ business.

The implied contradiction between a society that promotes ownership on the one hand, but has tax and other incentives that discourage ownership is worth considering more deeply.

Instead of being philosophical, the meaning of wealth is the most pragmatic discussion to have with your financial advisor

Families of wealth are full of liminal spaces – family/business, current gen/rising gen, client/advisor, liquidity events, etc.  As such, we must be on guard to manage the appeal of bringing straight forward linear thinking into circumstances that are anything but that.

What is the “end” that is delivered in the advisor / client relationship?