For advisors
When the plan is done but the family isn't.
You handle the money, the documents or the deal. We install the system for how the family runs together, so your work holds.
Family officesWealth advisorsEstate attorneysCPAsPrivate bankers & trust officersExit plannersInsurance advisorsTherapists & mediators
Signs a client family is ready
You've seen these in your conference room.
- The estate plan is signed, and the family still can't talk about it.
- One person holds it all together, and everyone knows it.
- A sale, a death, a marriage or a handoff is coming.
- The next generation has never been in the room.
- Nobody knows what happens if someone wants out.
What we do
The family side
- A one-on-one with each adult in the family
- Short private workbooks on safety and roles
- A whole-family session on what we found
- A one-page family map, three priorities and a meeting rhythm
What we don't do
Your side
- Legal, tax, financial or investment advice
- Manage assets or sell financial products
- Counseling or therapy
- Pick sides or settle disputes
How to refer
An intro is the best way.
- Copy Aaron on an email with the family. He'll take it from there.
- If that's awkward, forward them the one-page overview or this site.
- Anything legal, tax or financial comes straight back to you.