Services offered:
Navigate, grow and manage your family’s financial health all in one place!
FAMILY ENTERPRISE
PLATFORM
Connect is designed to educate and facilitate communication among your family members. Providing a forum for constructive discussions, problem-solving, and decision making. Supporting families in understanding their decisions as it relates to the business and how the business relates to the family.
Includes: Trustee & Escrow Services, Wills, Estate Planning, Succession Planning, Long-Term Care & Personal Care Plans, and Family Structure.
FAMILY
BUSINESS ADVISORY
At the core all businesses are some form of a family business, whether that business is operated by generations of a family or comprised of a dedicated team of individuals that evolve into a “work family”. Offering support that enhances your team, your life, and your family business.
Includes: Enterprise Architecture, Business Strategy & Execution, Succession Planning, Culture & Executive Development
FAMILY
BUSINESS ADVISORY
At the core all businesses are some form of a family business, whether that business is operated by generations of a family or comprised of a dedicated team of individuals that evolve into a “work family”. Offering support that enhances your team, your life, and your family business.
Includes: Enterprise Architecture, Business Strategy & Execution, Succession Planning, Culture & Executive Development
FAMILY
GOVERNANCE
One digital space to manage a family’s social, intellectual, and financial capital.
Includes: CUSTOM BUSINESS APPLICATIONS, SECURED FILE LIBRARIES, Data Insights & Analytics, Asset Management, Family Governance Dashboard
