SERVICES & SUPPORT Consulting | Training | Education | Resources | Events Design The Responsible Stewardship of the Family Wealth Personalized Estate DesignCharitable Tax PlanningFamily FoundationsPooled Income Fund ENVISION Your Personal / Family Legacy Letter of Wishes / Legacy LetterFamily Heritage Planning TRANSFORM Your Family | Your Community | Our World Mentoring of HeirsFamily Legacy CurationFamily PhilanthropyFamily Leadership SuccessionMultigeneration Wealth PreparationFamily Leadership / GovernanceFamily 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