That’s why we are Arizona’s leading family business advisors to business-owning families that want to sustain their enterprise over multiple generations.
We work with the owners of family business in helping them pass on their assets – wealth and more importantly family values to their descendants – so that the family business and the family can thrive and grow.
The key component is the process of creating a system of governance – rules and policies – that will guide the family and their relationship with their business and wealth.
As family business advisors, we take an all-encompassing holistic approach that is based upon a broad range of experiences and learning that unifies the family aspects, the family business aspects and how the two are inter-related. We stress that fact that solutions work in the here and now and at the same time guide the family into the future by staying proactive and adaptive. Solutions for who you are today and what you can become. A constant awareness of the appropriate balance between the Family and the Family Business.