Three Numbers You Need to Know


The percentage of families who will successfully transition their enterprises to the third generation.

The percentage of a family’s interests in their own company that will be owned by trusts by the third generation.

The number of beneficiaries of these trusts that see the trust as a burden, not a good thing.

We’re here to help you beat these odds.

Beating the odds means untangling the role of trusts as owners of a family’s enterprise. Using our unique advisory process, we help you turn trusts from confusing problems into supportive owners of your business. 

We help you and your trusts succeed – together. 


Click below to put our Self-Governing Beneficiary™ Program to work for you.

or call us on +513 205 8946