The loss of the assets that families worked so hard to accumulate is tragic.  Just as tragic is that as the assets dwindle away, the family’s unity and shared vision for the future often collapse as well.  Individual family member achievement suffers, too, and the causes and organizations the family would like to assist lose valuable support as the family struggles.


We help family leaders create, enhance, and sustain family unity and growth for multiple  generations. Our process impacts families today, and for generations to come.

Nine out of ten families fail 

to keep the family and its 

finances together. Why?

Traditional planning fails 90% of the time when

measured out beyond two generations.