Services

Family Business Consulting and Succession Planning

Many family businesses struggle to survive beyond the first generation due to family, legal and tax issues. We consult with business owners to develop a succession plan to ensure the business will be successful for many generations.

Investment Consulting

Our research and consulting team employs an unbiased analysis of a high-net-worth individual or family’s full portfolio of assets. We are able to provide risk analysis, manager monitoring, due diligence, and consolidated balance sheets.