“All good men and women must take responsibility to create legacies that will take the next generation to a level we could only imagine.”
~Jim Rohn~

What will your family legacy be? Do you feel you are instilling the kind of character, worldview and belief system in your heirs that will allow them to effectively manage the wealth you will someday leave behind?We believe every person leaves some kind of legacy in their wake whether it’s intentional or unintentional. We engage with our clients to help them be purposeful about the kind of legacy they are creating and help ensure its one they can be proud of.

Family Legacy & Governance

Great companies unite around a common purpose and mission. They have clear objectives and rules for how issues are addressed and how success is pursued. Your family can use the same safeguards and procedures to improve the odds of achieving generational success.

Learn More

Heir Coaching & Development

The challenge of effectively managing and maintaining family wealth across generations is not new. “Shirt sleeves to shirt sleeves in three generations” has been the predominant outcome for successful families for decades. However, research conducted by organizations such as The Williams Group and Russ Alan Prinz & Associates has shown that focusing on preparing heirs early can greatly increase a family’s odds of a successful wealth transition.

Learn More

Entrepreneur Development

Entrepreneurs often present a unique challenge for traditional wealth management approaches. They typically have an above average need for fast access to capital, lopsided balance sheets and long term plans can quickly be stymied by new opportunities. This mismatch in priorities between the wealth manager and the entrepreneur can sometimes result in the entrepreneur avoiding planning altogether.

Learn More

Family Crisis Task Force

Being a family means being there for each other through good times and challenges. We understand there are circumstances where there is a need for both professional intervention and privacy. We have partnered with trusted local professionals ranging from substance abuse specialists, divorce mediators, debt counselors, family counselors, pastors, real estate attorneys and other specialists to be available to our clients at competitive costs.

Learn More

Impact Investing

Are you concerned about what kinds of companies make up your investment portfolio? Do you wish you could find a way to invest only in companies whose business practices are in line with your beliefs and values? We understand your commitment to your core values runs deep and we are here to help you bring your financial and investment decisions in line with your convictions.

Learn More