ADVISORY

WEALTH STRATEGY

We assist client families develop multi-generational wealth strategies that:

  • Analyze business and family portfolios
  • Recommend prudent diversification
  • Understand and manage family growth and financial dependence
  • Help families develop plans to grow financial wealth, build family talent and strengthen family unity
  • Assists the family office with its design, implementation and governance

Learn about our integrated services in the areas of Family Strategy, Business Strategy and Ownership Strategy.