Providing bespoke relationship-enhancing guidance for family enterprises and those
managing the complexities of affluence.
WHO WE ARE
Building a successful business and creating financial wealth are remarkable achievements. Doing well personally and as a family in the unique circumstances created by uncommon success requires an entirely different skill set. Significant financial wealth, family enterprise, and inheritance bring unique challenges, along with immense potential. Our passion is helping clients build the capacities to skillfully navigate the challenges and fully realize the benefits. Our team brings a unique blend of skills and expertise with a relational focus, including marriage and family therapy, executive coaching, leadership development, negotiation and mediation, career discernment, organization development, and family business governance.
Since 1992, we have guided and supported individuals, couples, nuclear families, extended multigenerational family groups, family offices, and institutions that are grappling with questions like:
What does my family’s money mean for me, and what is expected of me?
What’s the real purpose of our family wealth?
How can we make sure every family member is doing well and our relationships are healthy?
What goals and dreams do we all share for our family, our business, and our wealth?
How do we handle passing the business and wealth from one generation to the next?
Should we even continue in business together?
Decisions made in the past have split our family apart. How do we heal, repair, and grow from here?
How do we have a prenuptial process that supports us both and lays a solid foundation for us as a couple?
How do we make new members of our family feel welcome and included?
As a couple, there is a huge imbalance in what we each bring to the table financially. How do we feel equal in the marriage, and what is the healthiest way to make financial decisions and long term plans?
We want our kids to handle their inheritance in the best way possible. What skills should we teach them, and when should we start?
Every family has differences. How can we manage ours well and find what we have in common when there are so many of us?
How do we set up trusts that really work, build a trusting environment, and help trustees support our beneficiaries in the best way?
We want our wealth to do good in the world. How do we decide where it goes and actually make an impact with our investing and giving?
Finding joyful prosperity at the intersection of love, power, and money.
We offer tools and approaches, tailored to each client, to grow the competencies needed to cope well with significant financial wealth and success. We support clients in building enterprises that last and relationships that are as fulfilling as possible. We help family members be responsible and capable, and lead lives that are rich with purpose and personal fulfillment. We provide safe forums for individuals, couples, and the members of multiple generations to talk through emerging issues, define success for themselves, and figure out the best way forward.
Building a foundation for strong and healthy relationships.
Creating policies, building governance structures, and drafting estate plans is just the beginning. Their effectiveness depends on their careful design and on the commitment and capability of the individuals whose lives are impacted by them.
We combine expertise in governance, legal structures, and business practices, along with a profound understanding of relationship dynamics and extensive experience in coaching, repairing relationship damage, and fostering personal growth. Rather than working with an individual advisor with one perspective, our clients work with a team of advisors from our firm, built to meet their needs using leading edge, evidence-based methods.
We create the conditions for meaningful and lasting change to happen, which seldom comes quickly or easily. Our engagements are deep and broad, often covering a wide range of issues over the long term. Nothing is taboo or too daunting. When clients are ready to dig in, we’re there to roll up our sleeves with them. There is extraordinary human potential and generative power in family enterprise and intergenerational family wealth. We help unlock it.