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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.

We work with the family’s existing advisors to ensure they are working with a common understanding of the family’s goals and objectives, allowing the advisor’s advice to be more strategic and less transactional.

 
Our Role Balance Diagram
 

We would love to learn more about you and your family.