FOR PROFESSIONAL ADVISORS 2019-05-22T18:34:45-04:00

If you work with family businesses in a professional capacity as an attorney, financial advisor, banker or accountant, you have likely encountered issues where family and business needs are difficult to balance.  This can make it difficult for your clients to move forward on your professional recommendations.

We can serve as a resource to your clients directly or as an educational partner helping you and your team better understand family business challenges and how they come into play with decisions around succession, estate planning, investments and more.

Contact us to learn more about how we can assist you.