Focused on the broader transition planning process
In a traditional approach, families have to integrate the information of a number of individual advisors that are often focused on the transactional aspects of planning such as preparation of wills, addressing insurance needs, and creating family trusts.
As family business advisors, we do not replace any of the traditional advisor roles, but instead complement them by offering an unbiased perspective.
We focus on the broader transition planning process elements that are the key enablers to success: establishment of trust, creating open and honest communication, and building alignment on opportunities and issues.
