We are built to partner with families.
Any family moving through a meaningful wealth transition can benefit from the guidance of our experienced advisors.
We customize every engagement for each family’s needs.
Family Education & Advising
Family advising is the heart of our work. It’s interactive, illuminating, and impactful for both small groups and large family gatherings.
Coaching
We offer personalized coaching to families as well as individual family members.
Facilitation & Training
LK works closely with those who work closely with families, providing training, coaching, and consultation.
Milestone Event Workshops
Momentous life events can be both exciting and potentially overwhelming. We facilitate workshops to ensure these rites of passage remain opportunities for growth.
Our family engagements typically move in three phases.
1. Discovery
Our team learns from the family, getting to know individual family members.
2. Design
We collaborate to create a custom curriculum for the family.
3. Milestone Learning and Coaching
Families build and strengthen skills through customized learning and coaching.
Our work serves families facing life’s biggest transitions.
Their challenges are at once unique and universal.