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.