Trusted consultants to families with wealth,
advisory firms, and executives
Families and Family Offices
We help families design successful family meetings and retreats, identify shared values and engage rising generation members, and develop governance for family trusts or businesses.
We design compelling thought-leadership programs for advisory firms and provide consultation to their client families around the family dynamics of wealth.
We help senior executives design organizational strategy, implement plans for developing high-potential leaders, and enhance employee and team engagement.
Over the last ten years, we have worked with
- Over 175 families or family businesses
- With average net worth of $629 million US
- And median net worth of roughly $500 million US
- As well as almost all of the top 20 financial institutions worldwide
- And 25 boutique wealth management firms