CPA, CA, FEA
As counsel of EdmondsRose, Don offers experience as a focused advisor listening, leading and aligning business families, owners and business leaders on the complicated course of sensitive family, business and financial matters surrounding estate transfer, inheritance and succession.
As counsel of EdmondsRose, Heather offers experience in applying proven psychological principals and theories to different types of relationships – be it between people or across generations. She offers processes for clients to build stronger relationships around estate planning, wealth transfer and conflict resolution. She is also called upon for lectures on Executive & Lifestyle Coaching, Leadership Development, Stress Management and Life Transitions.