Preserve wealth. Pass on wisdom. Define your Legacy.
We help business owners and family leaders prepare the next generation for responsibility, not just inheritance. Our Family Wealth Advisory work focuses on the fundamental drivers of successful wealth transitions: clarity, structure, and timing. Whether you’re preparing for a liquidity event or simply looking ahead, we bring experience, perspective, and a plan.
A Different Kind of Transition
Transferring wealth across generations isn’t just a legal or financial event; it’s personal. Most wealth transitions don’t fail because of tax issues or market conditions. They fail because of misalignment: unclear expectations, lack of preparation, and poor communication.
We help families avoid that outcome by focusing on the fundamental drivers of a lasting legacy: structure, trust, and timing. When the next generation is involved early and intentionally, they’re more likely to steward what’s been built with clarity and purpose.
Where We Add Value
You don’t need to have all the answers. But if you’re asking the right questions, we can help.
Families bring us in when:
A business owner is preparing for a liquidity event.
Parents are deciding how and when to involve their children.
Capital has outpaced communication, and clarity is needed.
There’s a desire to support the next generation without enabling entitlement.
What We Do (and What We Don’t)
We don’t replace your lawyer, accountant, or investment advisor. We don’t sell financial products. And we don’t create generic binders full of platitudes.
What we do is help you lead your family through the human side of wealth. That means:
Clarifying what legacy means to you.
Structuring capital deployment with purpose and timing.
Preparing future decision-makers, not just beneficiaries.
Facilitating honest, forward-looking conversations across generations.
We bring a calm perspective and practical structure to help your family move forward with clarity and confidence.
How We Help
Every engagement is tailored, discreet, and grounded in your family’s goals. We work with a limited number of families to ensure trust, depth, and continuity.
Our services include:
One-on-one advisory with founders, parents, and wealth creators
Strategic planning around timing, structure, and capital deployment
Facilitated family conversations and intergenerational planning sessions
Readiness assessments and practical exposure for future decision-makers
Support during significant events, such as the sale of a business or a liquidity milestone
We meet families where they are, whether you’re just beginning to plan or already navigating a transition.
Let’s Start the Conversation
If you’re thinking about legacy or preparing for a significant financial transition, we can help you do it with clarity and intention.
A Practical Guide to Family Wealth Stewardship
Explore our full-length guide for business owners and family leaders. Learn how to prepare heirs with structure, purpose, and timing that actually works.
Articles on Legacy, Stewardship, and the Next Generation
