Integrated Wealth Management lives at the intersection of Financial and Family. We help families with significant, complex financial wealth simplify the management of their total balance sheet. We provide trusted guidance that helps our families protect (risk management), grow (investment management), operate (cash & liquidity management) and distribute (tax & estate planning) significant wealth to the next generation in a way that strengthens, not weakens, the family. This is key to building your family legacy.

Integrated Family Governance lives at the intersection of Family and Faith. We help families articulate their families shared vision, values, and purpose and help them communication and collaborate with transparent, positive conversations around wealth. We plan and facilitate productive, enjoyable family meetings and help you create guidelines and strategies for collaborative, efficient decision-making. We help each generation feel confident, informed, and empowered. This is key to building your family legacy.

Integrated Philanthropic Planning lives at the intersection of Faith and Finances. Philanthropy is an important part of family legacy. We help families use philanthropy to engage more deeply with causes, organizations, and initiatives they care about and also to connect more deeply with each other and pass down their faith and values. We help your giving become more meaningful, purposeful, and make a lasting impact by helping families create and execute a giving strategy and navigate the giving landscape to identify organizations and causes that align with your family’s vision and values. This is key to building your family legacy.