Conversations and decisions that focus on money, family and values are often complex. Our experienced and licensed team facilitates meaningful conversations to discover and define the values of a family and help communicate between generations. We strategically work with our multigenerational families using education and collaboration to guide them to becoming cohesive, decision-making units.
We are connected by the legacies passed down from those who came before us and the legacies we pass down to those who come after. Wisdom, experiences, and stories are the essential ingredients of a family’s legacy. Connection to the stories and family history help give purpose to the next generation’s role in that legacy.