Wealthy families have so much on the line. Their life is controlled by many legal and financial mandates.

From family offices, investments, family businesses, trusts, philanthropic obligations to societal reputation…for some, their life doesn’t feel like their own.

Our work is about exploration and co-designing systems that enable families to navigate the choppy waters of love, money, power and structures.

Wealthy families have so much on the line. Their life is controlled by many legal and financial mandates.

From family offices, investments, family businesses, trusts, philanthropic obligations to societal reputation…for some, their life doesn’t feel like their own.

Our work is about exploration and co-designing systems that enable families to navigate the choppy waters of love, money, power and structures.

We let you in on secrets for raising a responsible next generation, what it means to be rich, and discovering the real purpose behind your wealth. How much is enough for you and for them?

family business, family enterprise

Imagine what life might look like without the proper framework in place for families who own businesses. We help you create family governance, clarify your role as an owner, and the importance of succession and leadership plans

rising generation

Inherited wealth comes with expectations and addressing them is essential. We help clients get clear on who’s money this really is, how to have difficult money discussions, and navigate the arena of trusts.

philanthropy + thoughtful giving

Being philanthropic isn’t just about writing a check. We help you get specific on what the outcome of your giving should be. Let’s find out what makes it fun for you so your giving can truly nourish your soul.

We let you in on secrets for raising a responsible next generation, what it means to be rich, and discovering the real purpose behind your wealth. How much is enough for you and for them?

family business,
family enterprise

Imagine what life might look like without the proper framework in place for families who own businesses. We help you create family governance, clarify your role as an owner, and the importance of succession and leadership plans

rising generation

Inherited wealth comes with expectations and addressing them is essential. We help clients get clear on whose money this really is, how to have difficult money discussions, and navigate the arena of trusts.

philanthropy + thoughtful giving

Being philanthropic isn’t just about writing a check. We help you get specific on what the outcome of your giving should be. Let’s find out what makes it fun for you so your giving can truly nourish your soul.

podcast

hear how others navigate the waters

storytelling time

Take in the authentic stories and journeys of individuals and families, just like yours, as they navigate the not-so-smooth waters of significant wealth. 

explore

dive into a seminar or workshop

Workshops + Seminars

Developing compelling workshop and seminar topics is important to us. Check out our upcoming seminars, trainings and peer groups; and, take a peek at topics we’ve covered in the past.

podcast

hear how others navigate the waters

storytelling time

Take in the authentic stories and journeys of individuals and families, just like yours, as they navigate the not-so-smooth waters of significant wealth. 

explore

dive into a seminar or workshop

Workshops + Seminars

Developing compelling workshop and seminar topics is important to us. In the meantime, peek at our past happenings. Stay tuned for event announcements.

Time to chart a new course?

Let’s navigate together.

Time to chart a new course?

We’ll help you navigate.

Beginning the conversation is the most significant step you’ll take.