Family ties

After 30 years of dealing with the complex dynamics of family businesses and all the individual personalities we know that each family is different and unique.


We understand the ultimate goal for a family business is the cohesion of all involved and even those not involved, and creating a legacy from one generation to the next. While unique, each family business has needs which are threaded in commonality:

Growth & Protection – building the family wealth and protecting it

Succession – engagement, education & empowerment for the next generation & planning for eventual outcomes

Philanthropy – a structured approach to giving.

We love nothing more than to facilitate and guide communication between family members and create a foundation of a thriving and successful multi-generational business.