We help your family explore values and develop a shared mission, celebrate your unique family history, create a system of decision-making and accountability, and conduct purposeful family meetings, all with the goal of creating connectivity within your family that will last generations.
Our work related to your family’s governance structure can be customized to focus on the specific challenges you face, and might include:
As important as the financial aspects of wealth are the values that wealth represents. Our collaborative approach of working with families to help pass on both the legacy values and wealth supports a cohesive, successful family for future generations.Adele SobieszczanskiExecutive Vice President and Family Wealth Strategist Get to know our team
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