Legacy and Stewardship:

  • Family’s estate planning review – pinpoint gaps and enhance plan in concert with family’s legal counsel, with special emphasis on generational wealth transfer to memorialize your legacy
  • Leadership succession and governance planning
  • Family meeting facilitation – customized for your family to ensure responsible stewardship
  • Philanthropic advice – develop a mission and vision statement, use family’s philanthropy as a next generation teaching tool, serve as director on foundation boards, facilitate generational transitioning of family foundations

Coaching and Education:

  • Personal next generation coaching
  • Customized Next Generation education programs
  • Customized Women of Wealth/Mothers & Daughters education programs
  • Multi-family office team member training to work with families of wealth in specialized areas of next generation education, women’s programming, fiduciary risk, estate planning, stewardship, succession, and philanthropy

Fiduciary Risk Management:

  • Member of family advisory councils
  • Independent trustee of family trusts
  • Advice to trustees of family trusts on issues of fiduciary responsibility and risk, and on exercising discretion over distributions to beneficiaries


We provide objective thought-partnership to families of wealth, family offices and their trusted advisors on the human issues of wealth that keep you up at night — legacy, stewardship, next generation and philanthropy, and managing fiduciary risk. We do not practice law or give any legal advice, tax advice, or investment advice, and do not sell insurance or any other product.