Private Advisory
Confidential
Visioning
This is where we begin. We conduct a discreet and thorough briefing to understand your unique vision for your legacy, your business, your family and your philanthropic efforts. We then create a custom made strategic blueprint for our partnership that outlines a clear path to achieving your most ambitious goals with complete confidentiality.
Wealth Ecosystem Analysis
We geaux beyond the surface to conduct a 360-degree analysis of your entire ecosystem. This includes reviewing your business operations, wealth structures, family governance and succession plans. We work collaboratively with your existing advisors to identify vulnerabilities and opportunities, providing a comprehensive and unbiased perspective.
Strategic Architecture & Master Plan
From our analysis, we craft a sophisticated Master Plan designed to optimize and fortify your financial and non-financial assets. This delivers a clear, actionable roadmap for the future whether it involves restructuring a business for a future sale, formalizing a multi-generational succession plan or building a philanthropic foundation.
Guided Stewardship & Executive Implementation
We don't just create the plan; we help you execute it. As your trusted advisor, we provide hands-on guidance and oversight, serving as a quarterback for your team of professionals. We ensure the plan stays on course, navigate complexities and provide a steady hand during critical transitions.
Generational Legacy Planning & Governance
Our focus is on creating a legacy that endures. We help you design and implement durable governance structures that ensure your family's wealth and values are preserved for generations. This service provides the framework for sustained success and ensures the future of your business and family are secured.
Next Generation Development
Preparing the next generation is a critical component of a lasting legacy. We provide customized coaching and mentorship to prepare your heirs for the responsibilities of stewardship, leadership, and wealth management, ensuring they are equipped with the skills and mindset to continue your family's success.