When family businesses get stuck in personal conflict
What issues are holding your family business back?
I’ll help you overcome them and map a plan
Giving clarity, confidence and actionable plans to every kind of family business and foundation for over 30 years.
From wealth planning and succession to growing your business, my strategies work for your family and your business.
From independent family businesses to global entities
I bring game-changing approaches to legacy planning, thanks to my corporate background, and my experience as a second-generation family business owner. So, I understand your dynamic better than most, and have the innovative ideas that will take both your business forward and your family forward.