A Wealth Management strategy driven by your values

Imagine if your entire family were working towards a shared vision of the family business

Keeping Business
in the Family

Creating alignment within a family is difficult at the best of times, and even more so when there’s a business and a legacy at risk. We counsel families of affluence in building sustainable wealth strategies which preserve the values, vision and goals of the family and its businesses.

Wealth Coaching

Complex problems require bespoke solutions, and this is where we specialize.

Utilizing the Legacy Wealth Optimization System™, we place communication at the center of our approach. We’ll assist in the family meeting, draw your family together in productive conversation and act as a strategic advisor in navigating the advice of legal, financial and succession planning experts.

 

Wealth Coaching

Estate Planning

Family Governance

  • Lose the Friction Between Family

    Be heard, feel seen, and move forward with productive discussions that protect everyone’s interests in the family business and family assets. Decision making is personal, and it shouldn’t split your family apart. With our help it can bring you closer together.

  • Future-Proof Your Plans

    By creating clarity in your family’s values, vision and goals, it becomes possible to make balanced decisions and drive results that your entire family is on board with. Confidence comes from a unified team.

  • Build a Legacy

    What you’re dealing with today can change tomorrow. While circumstances change, our team will help you develop an adaptive strategy to navigate the transition of your wealth and business. Storms will come, and that’s why we protect against them.

Let’s continue the conversation

 “Having financial security offers you the luxury and responsibility of choice. With a team like Tom, Allison, Devon and Kodie, those choices do not seem so overwhelming.”

~ Founder, Oil & Gas Investment Banker