Living and thriving with multi-generational wealth is a journey for those possessing it. I serve as a trusted partner for these families and family members as they walk this journey. I help them crystallize their values and desired legacy, and assist them in thinking through and resolving fundamental, relational and practical issues. This partnership enables families and family members to freely invest the best version of themselves in each other, their enterprises and the societal interests they seek to serve.

If you would be interested in exploring how I could serve you and your family, please contact me here. I look forward to talking with you.