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