What We Do
Location
123 Business Street, Suite 456
New York, NY 10001, USA
Contact us
Location
Our problem-solving persistence and careful attention to detail ensure your family is positioned to succeed. Together, our joint team will help you understand your situation, connect you to the right experts and resources, and see each action step through to the satisfying end.
Families who own together stay stronger when the structure supports both relationships and results. The Ownership Design System™ helps you design a framework for shared ownership that balances values, vision, and governance. We advise families through every step of defining how ownership will work—how decisions are made, how responsibilities are shared, and how future generations can step in with clarity and confidence. It’s planning for both the business and the bonds that sustain it.
Family trustees carry a quiet but profound responsibility. The Trustee Support Solution™ gives them the clarity, confidence, and tools to execute with integrity and alignment. We provide practical guidance on fiduciary duties, family communication, and governance practices, helping trustees move from a place of compliance to genuine stewardship. Whether you’re new to the role or facing complex dynamics, we’re here to make sure you don’t have to navigate it alone.
Empowered beneficiaries strengthen the entire family. The Self-Governing Beneficiary Program® helps individuals build the mindset, skills, and self-awareness to engage with family wealth responsibly and meaningfully. Through customized family trust education and personalized coaching, we help beneficiaries grow into their roles as decision-makers and collaborators—ready to contribute, not just inherit.
Sometimes ownership gets tangled. The Ownership Aligner™ helps families recalibrate when the structure that once worked no longer fits. We guide families through the process of realignment—addressing disputes, clarifying expectations, and rebuilding systems of decision-making that restore trust and functionality. It’s not about starting over; it’s about restoring balance so the ownership can serve the family again.
