We are built to partner with families.

In addition to working with families, we also work with other advisors who work with families:

• Family Offices
• Financial Advisory Firms
• Law Firms
• Tax Advisors
• Banks
• Educators
• University and Independent School Leadership
• Clergy and Denominational Leadership

We help other advisors and educators develop their own skill sets — to enable these professionals servicing families to achieve a deeper level of understanding — and positioning them to do their work more impactfully. 

Through customized learning sessions and dynamic group lectures, we focus learning on interpersonal communication, the complexities of wealth transition, the intersection of wealth and purpose, and using experiential learning to help families learn and grow.

For all their uniqueness, families have common rhythms and shared rites of passage–

From marriage to parenthood, graduations to first jobs, the next generation coming of age to the older generation passing on.

Family transitions can be emotionally and logistically challenging while also offering opportunities for growth. We design and facilitate custom workshops around these significant life events, strengthening family cohesion and connectedness.

In the process we help families gain a foundational understanding of money
how to earn it, save it, use it, share it — and even how to talk about it.