A family business advisor is trained to manage the unique opportunities & challenges that come with owning and managing a family-owned business. They know how to balance the business needs and the family’s needs. Their focus is working with the family to achieve common goals and set the business up to provide for future generations. 

Family Business Services are:

• Transition Planning
• Family Governance
• Aligning Family with Strategic Goals
• Family Business Purpose & Shared Values
• Preserving Family Capital and Wealth Management