SERVICES & SUPPORT
Consulting | Training | Education | Resources | Events
Design
The Responsible Stewardship of the Family Wealth
- Personalized Estate Design
- Charitable Tax Planning
- Family Foundations
- Pooled Income Fund
ENVISION
Your Personal / Family Legacy
- Letter of Wishes / Legacy Letter
- Family Heritage Planning
TRANSFORM
Your Family | Your Community | Our World
- Mentoring of Heirs
- Family Legacy Curation
- Family Philanthropy
- Family Leadership Succession
- Multigeneration Wealth Preparation
- Family Leadership / Governance
- Family Conciliation
Serving Families, Foundations and the Professional Advisory Community
With one common goal . . . to collaboratively help families successfully transfer their wealth and legacy through the generations