Our Services
A solid financial structure is just the beginning. The way you communicate about it makes all the difference.
Family Sessions
We meet with individuals, couples, families, and extended families to discuss the relational outcomes of estate planning, financial planning, inheritance, business succession, family governance and philanthropic planning.
Options:
3-hour session
6-hour weekend retreat
Business Sessions
We work with closely held businesses and teams to strengthen team dynamics and role development.
Options:
2-hour session
4-hour half-day workshop
6-hour full-day workshop