I Work at All Levels of the Family System

The Whole Family

Learn about the common areas of concern and, thus focus, for families.

Couples

Explore & improve money dynamics in your relationship.

Different Generations

Engagements are customized family to family & person to person.

Sample topics of interest to many families:

  • Values
  • Strengths & personality types
  • Communication skills
  • Inheritor preparation
  • Legacy Planning
  • Family & Business Governance
  • Special needs planning
  • Parenting future inheritors
  • Purposeful philanthropy
  • Women & wealth

Services

FAMILY

ENGAGEMENT

FAMILY

GATHERINGS

WORKSHOPS /

SEMINARS

COACHING /

CONSULTATION

COACHING

PACKAGES

ADVISORS

COACHING