You or your prior generations have built a Family Business with significant enterprise value—one that carries both meaningful economic impact and enduring family legacy. We help you navigate succession planning and prepare the next generation to be effective Owners, engaged board members, and, where appropriate, senior leaders in management.

After a liquidity event, your family has transitioned from owning an operating business to managing wealth and investments. We help you think through governance and decision-making, long-term vision and engagement. 

Your family has produced significant wealth and wants to align on a shared philanthropic purpose – with clear objectives, the right structures, and durable governance. We help you develop a mission and impact goals, and establish shared processes and decision-making that enable effective, values-led giving. We also provide ongoing support as your family puts that plan into practice and it evolves over time.