I Work at All Levels of the Family System
The Whole Family
Learn about the common areas of concern and, thus focus, for families.
Explore & improve money dynamics in your relationship.
Engagements are customized family to family & person to person.
Sample topics of interest to many families:
- Strengths & personality types
- Communication skills
- Inheritor preparation
- Legacy Planning
- Family & Business Governance
- Special needs planning
- Parenting future inheritors
- Purposeful philanthropy
- Women & wealth