Our clients recognize that capital isn’t only financial … it’s human too.
At the Lovins Group, our focus has always been to help those leaders who want to build and maintain successful family businesses while also creating healthier family relationships. While no two clients are alike, our years of experience have equipped us with the insights and tools to help our clients move through the unique issues that impede both the business and the family.
Our work can begin directly with family business members or with their technical advisors:
Members of Multi-Generational Family Businesses
We serve high net-worth individuals and family groups who control substantial financial assets and/or operate significant businesses. Our extensive experience with clients of all size and our understanding of the complexities facing affluent families make us the right partner for families seeking a discreet and professional team.
Families can get “stuck” when figuring out the technicalities of governance design, family law and succession planning for reasons that are unclear to their advisers. We’ve formed close partnerships with our network of industry collaborators who bring us in when families need help working through personal or relationship issues that are blocking progress on specific technical tasks.
We are a trusted resource for investment advisors, legal advisors, strategic planners, and other wealth management professionals. We can provide services to work through specific family challenges or for generational transitions that require longer-term guidance.