Family Office

June 19, 2021

Why should I allow an outsider to review my family office?

One of the primary purposes of your family office is to maintain the privacy of the family. If you allow someone to spend time in your office, understanding the services, processes and procedures, then you are giving up elements of that privacy. Why would you do that?
December 18, 2020

Vision Provides Boundaries for What Not to Do

There is a clear benefit of knowing who you are, where you want to go, and what is important to you. You can choose to change your vision, but don't operate outside of it.

October 29, 2020


After more than 30 years of working for large companies, and nearly 20 years focused on family businesses and family offices, I took the leap to start my own consulting firm. I have been inspired by the entrepreneurial spirit of many of the clients I’ve advised over the years.