Our goal is for our clients both to increase their understanding of their wealth and communicate effectively with family members about shared resources and responsibilities.

We work with family members individually and with the family as a unit, at a family retreat or meeting, with themes including:

• Recognizing and dealing with demanding family dynamics evoked by money
• Addressing couples’ concerns for their children and grandchildren
• Loaning and gifting to family members and friends
• Naming the family legacy and telling the family’s story
• Establishing Family Council and governance structures
• Talking about money with family members and trustees

Legacy choices - both historic choices that affect our clients today and prospective choices that will affect the generations to come – are significant themes.  We help our clients explore their options and then ensure their choices are executed as we liaise with their team of advisors.  We facilitate conversations within the family about the intended estate plan and we support family members as they draft accompanying letters, such as an ethical will or guidelines to trustees.