Family Legacy

Most families spend countless hours and dollars, preparing their money for their family.

Few families spend any time preparing their family for the money.


Through live programs, webinars and family meetings, we teach families and advisors about the issues and solutions in the Family Governance area. For a schedule of coming events: Read More

Family Governance Audit

Before embarking on your journey to healthy family governance, it is important to take stock of your current situation – The good and the bad. We review your Family Finances, Estate Plan, Philanthropy, and Communication to identify key areas for improvement.


To review a sample Family Audit.

 Click Here

5 Step-Process

We work directly with families to improve communication, philanthropic vision, legacy planning, succession and education. Read More


Making sure that your financial and estate planning support healthy family governance is key. We help you every step of the way. Read More