Guidance for families and their offices
Structure, spoken plainly.
A family business sold, a generation changing, a structure no one has looked at in years. We help families and the offices that serve them see it clearly, and decide well.
Begin a conversation
Who we work with
Principals and the next generation of families with significant wealth, the leaders of their family offices, and the attorneys and accountants who advise them. People who want a clear view, not a pitch, and someone who will understand the family before offering an opinion.
Three ways we work
Where we can help
Advisory
Operations, governance, and tax structure
For families and family offices that have outgrown the way things were set up.
Independent roles
Independent trustee and board member
An independent voice where a trust or a family board needs one.
Fractional leadership
A CFO or COO for your family office
Senior leadership for a family office, without a full-time hire.
How a conversation unfolds
Four steps, at your pace
Listen
We learn the family's story, its people, and what is worrying it.
Map
Every entity, account, and adviser, drawn on one page.
Structure
We propose a clearer design, and explain each choice in plain words.
Steward
We stay close as it is put in place, and as the family changes.
Perspectives
Notes and explainers
The first essays are being written. They will appear here soon.
Begin a conversation
Start with a conversation, not a commitment.
Tell us a little about your family or office, and we'll reply personally within two business days.