Facilitation & Training

LK works closely with those who work closely with families, providing training, coaching, and consultation. Learn more.

In addition to working with families, we also work with other advisors who work with families:

Family Offices
Financial Advisory Firms
Law Firms
Tax Advisors
University and Independent School Leadership
Clergy and Denominational Leadership

We help other advisors and educators develop their own skill sets. 

Through customized learning sessions and dynamic group lectures, we focus learning on interpersonal communication, the complexities of wealth transition, the intersection of wealth and purpose, and using experiential learning to help families learn and grow.

Our work serves families facing significant transitions.

Their challenges are at once unique and universal.