Family Governance Services

We make sure families maintain healthy, productive, and communicative relationships when it comes to generational wealth and assets. This is particularly important within family-owned businesses, where succession planning is a priority.

We have extensive experience with helping family leaders handle sensitive subject matters. We can help you frame the issues, facilitate conversations with children, siblings, and other family members, and work collaboratively to find the best and most appropriate solutions to governance challenges.

We take an active approach to encouraging our clients to think constructively and proactively about next generations and legacy planning. And, we actively work with next generation family members to promote ongoing education and understanding.

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