Trusted consultants to families with wealth
and leading advisory firms


Families and Family Offices

We help families design successful family meetings, identify shared values, engage rising generation members, and govern family trusts or businesses.

Advisory Firms

We design compelling thought-leadership presentations for advisory firms and consult to their client families around the family dynamics of wealth.

Credit: Boston Estate Planning Council


Our Clients

Over the last decade 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


How We Begin

We use a disciplined process to get to know each family we work with. This process is based on two tools: the Family Balance Sheet (TM) and the Family Executive Summary (TM). These tools allow us to understand better each family's levels of human, intellectual, social, and spiritual capital, as well as family members' individual and shared aspirations and concerns. Most importantly, going through this process also gives the family a chance to assess their strengths and areas of opportunity. You can click here to look at a generic version of the Family Balance Sheet (TM) results and a sample Family Executive Summary (TM). Please contact us if you would like to talk about inviting your family into this process of deeper self-understanding.