Multi generation families and family enterprises
Guiding families through each stage of transition.
Our work often begins at a single turning point, whether it is the sale of a business, a major investment decision, or the decision to begin planning for the next generation. From there, the conversation usually grows into a comprehensive estate and transition plan that brings clarity to governance, communication, and long term stewardship of family assets.
We work with families in many different situations, from those still building their businesses to those managing established wealth across several generations. The common theme is a desire for structure, continuity, and confidence during periods of change.
Our role is to provide clear analysis, help families understand their options, and ensure that planning and investment decisions remain aligned as each transition unfolds.
Long-term perspective
We focus on building wealth strategies that span generations, not quarters.
Family first, structure second
We start with family dynamics, values, and goals, then design an estate strategy that supports healthy decision making across generations.
Clarity in documents and decisions
We help you work with your lawyers to align wills, trusts, shareholder agreements, and beneficiary designations with your overall plan.
Tax aware wealth transfer
We coordinate with tax advisors to structure ownership, dividends, and estate distributions in a way that is practical and tax efficient.
Relationship management
Coordinating the professionals who support your family.
Estate planning requires aligned advice. We work closely with your accountants, lawyers, tax advisors, and trustees to ensure each recommendation is understood, implemented, and part of a cohesive long term plan.
Our goal is to simplify decisions, reduce uncertainty, and give your advisory team clear information and one central point of connection on the investment and planning side.
Our coordination approach:
Ensure lawyers, accountants, and investment managers are working from the same assumptions and numbers.
Translate technical recommendations into plain language for family members and decision makers.
Prepare successors, executors, and attorneys for future responsibilities.
Keep the plan updated as businesses are sold, properties are added, or family circumstances change.
Continuity and advisor succession
A long term estate plan requires a long term advisory team.
Estate planning is a long term framework that must adapt through business transitions, retirement, and generational change. Consistency matters, and a central part of our approach is ensuring the advisory team supporting your family remains stable over time.
We have prepared successors in place so that every generation of your family continues to receive consistent guidance for the next thirty years and beyond.
This reduces advisor succession risk and helps protect the continuity of your plans well into the future.
Start a conversation about your estate and family plans.
Whether you are reviewing your will, preparing for transition, or beginning to involve the next generation, we can help you understand the full picture and move forward with clarity.