Inspiring Families to achieve their legacy for the next 100 years.

What We Do

Advising Family Businesses
and Family Offices

Our team supports your family business in bridging the gap between generations, defining governance, policies and strategic plans to move toward your vision.

As your needs evolve toward a family office, we can create the business plan for an office that best meets your unique needs, or review your existing office to identify risks and challenges, and provide recommendations for future growth and improvement.


Family Business Continuity

  • Define vision and purpose

  • Define governance: for the family and the business

  • Create family and business policies

  • Strategic planning: work with your team to create a 5- or 10-year strategic plan, aligned with the vision of the business.
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Family Office
Advisory

  • Setup: Create a business plan for new family office, including how it can evolve in coming years.

  • Best practice review of existing family office.  We evaluate your services, technology, controls, governance, reporting and more, providing feedback on how you compare to other family offices and what else you should consider.

  • Strategic planning: working with your team to create a 5- or 10-year strategic plan, aligned with the family's vision and goals.
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