No two businesses are the same and no two founders are, either. For years we’ve worked alongside successful entrepreneurs and founders as they’ve taken their companies full circle. 

From startup to rapid growth to liquidity, we understand your challenges and have the experience, resources and connections to help you plan proactively and make smarter decisions about how best to monetize your company.

Our clients are deeply concerned about the role that wealth will play in their families. They are looking to the next generation for responsible financial stewardship. We can facilitate conversations with your loved ones and help you develop a unified vision for all that you want to accomplish now and for the long-term.

Together with our partners from Family and Philanthropy Advisory Services and Family Office Solutions, dedicated specialists, holistic wealth planners and philanthropy experts, we help you design a strategic and sustainable plan that focuses specifically on wealth transition, family meeting engagement, governance and wealth education.

Endowments, foundations and nonprofit organizations face complex challenges that require careful planning and expert guidance. 

We work with you to build a tailored investment strategy that can support your long-term mission, spending policy, risk tolerance and fiduciary responsibilities. We can help with:

• Crafting an investment policy statement
• Reviewing the investment process
• Providing ongoing monitoring, reporting and communication