For families who’ve enjoyed great success, amassed significant wealth, had outsized influence, the questions can be both energizing and, sometimes, a little unnerving:
What does it mean to be a family of means?
What value do you place on values?
How do you pass the torch to the next generation, while still honoring the past?
In short: What comes next?
A Family Education and Advisory Firm
We’re an education and advisory firm helping families and family-owned businesses collaboratively navigate significant transitions at the intersections of family, wealth, and values
We’re skilled coaches, experienced facilitators, and family educators
Who We Advise
Families and family-owned businesses looking to collaboratively navigate meaningful transitions at the intersections of family, wealth, and values
We have a shared commitment to cohesion, collaboration, and communication.
What We’re Thinking
We’ve curated resources — some contemporary, others centuries-old — as a jumping off point for learning more about the intersections of life, family, money and meaning.