We are built to partner with families.
Any family moving through a meaningful wealth transition can benefit from the guidance of our experienced advisors.
Any family moving through a meaningful wealth transition can benefit from the guidance of our experienced advisors.
Family advising is the heart of our work. It’s interactive, illuminating, and impactful for both small groups and large family gatherings.
We offer personalized coaching to families as well as individual family members.
LK works closely with those who work closely with families, providing training, coaching, and consultation.
Momentous life events can be both exciting and potentially overwhelming. We facilitate workshops to ensure these rites of passage remain opportunities for growth.
Our team learns from the family, getting to know individual family members.
We collaborate to create a custom curriculum for the family.
Families build and strengthen skills through customized learning and coaching.
Their challenges are at once unique and universal.