Family Governance
Family Communication and Education
Preparing the next generation for the opportunities and responsibilities of significant wealth can help ensure that your legacy and mission are sustained. Helping them understand your family story can enrich your family dynamics. Your team facilitates meaningful communication within and across each generation, helping build lasting and rewarding family relationships.
Creating a Plan Tailored to Each Stage of Your Family’s Wealth Journey
Understanding and codifying intricate family relationships is the first step in meeting your evolving needs.
Determine Your Family Values
We work to recognize the contribution and value of each individual in your family.
Define Your Family Story
We help each generation of your family understand and preserve the hard work and discipline that you applied in creating your wealth.
Create Your Family Mission Statement
We help you create a mission statement of shared goals, values, and philanthropic efforts to enrich your life and those around you.
Conduct Family Meetings
We help coordinate family meetings that provide a comfortable and safe environment for free expression.
Next Generation Education
We provide experienced insight and education for younger generations to build their financial knowledge and understand the importance of asset allocation, giving them a strong financial foundation for the future.
We Engage With Your Family at Every Level to Address Your Family’s Educational and Governance Needs
Family Governance and Strategy
- Enhance multi-generational relationships and communications
- Facilitate family meetings
- Provide family business support and succession planning
Family Learning
- Help identify your family learning objectives with our dedicated Director of Family Learning
- Provide extensive library of wealth education materials
- Develop customized curriculum for your family
- Facilitate educational meetings with family members
- Cover age-based and life event topics
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Why Most UHNW Families Have the Right Trusts and the Wrong Mix
By Benjamin Trujillo and Elizabeth Sheehan For most ultra-high net worth (UHNW) families, the question isn’t whether or not to have trusts, but if the ones they have are actually working together. Because…
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July 2026 Market Update
Quarterly Letter “I am all for Artificial Intelligence (AI). There is a shortage of the real thing.” – Charlie Munger…
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Raising Charitable Children: Modeling and Mentioning
By Anna McDonald, Director of Family Learning Teaching children charitable behavior is essential for instilling compassion, empathy, and social responsibility. With…