Estate Planning & Family Governance
for Real Families with Real Lives
We help families and their advisors to create succession, estate, and
family governance plans in the presence of family issues. Such issues
pose far greater threats to asset values than either taxes
or financial risks. Addressing these issues can spare families tremendous
expense and suffering.
How Do We Help?
We work with families and advisors to apply law and psychology to
succession and estate planning. Our approach—From
Roles to Rules™—helps
families to:
- Address the Rules
Crisis™ in estate planning and
family governance
- Recognize the positive and negative effects of
their family roles
- Discuss emotional issues rationally
- Analyze the keep-or-sell decision objectively
- Avoid off-the-shelf "solutions"
- Develop estate plans and governance structures
that work
Who Benefits from Our Services?
- Families with businesses, real estate, and other significant
assets
- Wealth managers, trust officers, and private bankers
- Attorneys, estate planners, insurance professionals,
and other advisors
- Purchasers and sellers of privately held businesses
- Family office executives
We help families develop worthy legacies, build sound governance
structures, and chart clear paths toward financial security and
personal growth based on their needs and desires.
We help advisors
address family issues in ways that preserve the family’s wealth
and its relationships. We also help them initiate and navigate
the often difficult conversations involved in succession and
estate planning and family governance.
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