Get proven family business consulting help to pass your values to your children and grandchildren.
Prepare Future Generations
Ongoing Personalized Consulting
Wealth and Legacy
Transfer Plan
Prepare Future Generations
Ongoing Personalized Consulting
Wealth and Legacy Transfer Plan
You want to create a legacy for future generations that is centered around family values, life lessons, skills, and the family’s history, while preserving the family’s wealth.
To do that, you need a system of family governance and conflict resolution. Having a will or a trust and a financial plan is not enough.
Long-lasting family legacies are not created with a transaction. It takes creating a relationship with the family and a process.
That’s why we help financially successful families develop structures for governing themselves both now and in the future.
We are Arizona’s leading provider of outside family business consulting services to business-owning families that want to sustain their enterprise over multiple generations.
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