We offer a combination of senior level business and psychological expertise for individuals, couples, families, businesses, and philanthropic organizations
As experts on the psychology of wealth we bring a unique skill set and depth of understanding to mediating and resolving conflict associated with
- Estate planning, inheritance and distributions
- Fairness and equality
- Trusts: transitions, dissolutions
- Intergenerational issues
- Family dynamics
- Life cycle events and life transitions
- Extended family and friends
- Love, marriage, divorce
- Philanthropic Mission and Strategy: Resolving differences
- Family business issues
We offer advisory, consultation, conflict resolution, mediation and educational services that are customized to the needs of the client. For the family business we offer: strategic planning, governance development, meeting facilitation, succession and transition planning