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.

Advisory Firms

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.

Credit: Boston Estate Planning Council


Our Clients

Over the last ten years, we have worked with

  • Over 180 families or family businesses
  • With average net worth of $653 million US
  • And median net worth of roughly $500 million US
  • As well as almost all of the top 20 financial institutions worldwide
  • And 30 boutique wealth management firms