Family Office Advisor
I work with families to develop an approach to mutual decision making, clarifying roles and responsibilities and formal rules of engagement for a family business. I help families sustain their wealth across generations. I work with teams of highly experienced professionals aiding families in navigating the issues at the intersection of family culture, leadership development, and ownership. Utilizing a scientific tool to aid wealth planning teams in financial management and improved business outcomes.
I collaborate with highly skilled professionals within financial institutions to guide families through issues at the intersection of family culture, leadership development, and ownership. My expertise enables wealth planning teams to support their high-net-worth clients in making informed, emotionally intelligent decisions that preserve and grow their legacies for future generations.
With 2 decades of experience, I specialize in partnering with wealth planning teams and estate attorneys to create successful succession plans and family constitutions that foster governance and unity across generations. By facilitating the often difficult conversations that arise from complex family dynamics, I will help your family navigate the emotional and relational challenges that come with sustaining considerable wealth.
