Services : Impact of Wealth

Guiding You Through a Series of Heartfelt Conversations

Inherited and Sudden Wealth bring with it a vast array of complexities unique to high net worth individuals and their families. The impact that money has on the dynamics of a family, both individually and as they influence other family members, is tremendous. So impactful, in fact, some families would just as soon brush it under the table, pretend that the family dynamics were not there, or were not worth their time and energy.

As the high net worth population grows, more and more individuals are bravely stepping up and having these conversations.

Dynamics of Family Wealth guides individuals and families through a series of heartfelt conversations, thought provoking exercises, and planning strategies to ensure that you and your heirs are prepared to make wise and thoughtful life decisions.

All families will be faced with the need to deal with the opportunities and challenges of wealth.

We guide you on a journey through the exploration of these timeless and interrelated issues.


Coaching and Consulting
Mediation and Facilitation
Dynamics of Family Wealth
Impact of Wealth
– The Inheritance Conversation
The Family Business
Your Legacy
Ethical Will
The Rising/Next Generation
– The Pre­-PreNuptial Process
– Onboarding New Family Members
Philanthropy and Thoughtful Giving
Create the Life You Want


  • Kitchen Table Giving
  • Private Foundations
  • Program Related Investments
  • Supporting Organization
  • Donor Advised Fund
  • Community Foundation
  • Social Venture Partnerships (SVP)
  • Charitable Remainder Trust (CRT)
  • Charitable Lead Trust (CLT)
  • Gift Annuity