Family of Resources


Thought Leader Community providing resources, education, and advice via collaborative think tanks, events, programs, online content, and introductions.

Providing valuation services for both successful families implementing wealth transfers and business owners planning for growth, regulatory compliance, litigation, acquisition, taxation, and transition strategies.

Helping affluent families get to the heart of highly relevant matters and resolve messes in the areas of estate, business and tax planning, and family wealth counseling.

Leading business owners through all phases of transition where increased clarity, net cash flow, and market value expands and solidifies choices for business transition: if, when, how, how much, and to whom.