ABOUT US
our Mission
To help individuals and families successfully transfer their wealth and legacy through the generations.
what We Do
Through our services and support we assist families, foundations and the professional advisory community in proactively addressing the character and relational challenges often encountered with meaningful wealth, while simultaneously helping establish inspired and responsible stewards of the family legacy.
who We Are
A 501(c)(3) non-profit organization collaboratively supporting and working through a national network of skilled professionals focused upon assisting families, foundations and the professional advisory community in proactively addressing the character and relational challenges often encountered with meaningful wealth, while simultaneously helping establish inspired and responsible stewards of the family legacy.