Family Advisory Services

Are you wondering how to distribute assets to your family while keeping them independent and motivated? Do you want to find the right way to communicate you plans and your wealth to your children?

• We coordinate with existing advisors and consultants as part of a team to ensure your existing legal structures reflect your family values.
• We can educate family members on existing structures and assets they have or will inherit.
• We are skilled at planning and facilitating family meetings.
• We work with families to facilitate honest communication regarding assets.
• We can provide life planning for family members individually to help them pursue life dreams and goals.
• We provide process to help family members experiencing one of many life transitions.