About Us

We are inspired by family businesses, with the legacy that got them to today, but even more so by the opportunity to build a bigger legacy in the future. We have worked with many hundreds of family businesses and family offices, so are well positioned to provide best practices and design to best support your goals.

We begin by understanding your purpose and vision, for the family and the business, and working with you to overcome the challenges you face. Our founder has advised family businesses and family offices for over 20 years, along the way founding the family enterprise advisory practice at two of the Big 4 accounting firms.