Is the puzzle still just a collection of pieces?

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See the whole mosaic.

How often have you worked hard to put together a will, trust, estate plan or insurance policy for a client only to have it sit unexecuted? Or how many times have you heard a client mention a difficult family situation that would clearly threaten the family’s assets or business? Or how often have you wished that you could engage directly with the other members of a client’s trusted advisor team to forge something that would be truly worthwhile and serve the client’s family for a long time to come?

Most of the professionals —

attorneys, CPAs, financial advisors and risk managers — report experiences like these all too often. They report to us that they are hamstrung by their role as experts, engaged to resolve a specific set of problems. But every one of the experts we have met has a deep commitment to doing something bigger and better for their clients. We can help.

Our role is to dig into the interpersonal issues that threaten the longer-term well-being of families and family businesses. We help families – whether they have an actual business entity or a family fortune to preserve – come together around shared vision and values. Then we engage the trusted advisor team in crafting the various elements needed to support them.

The work we do is win-win-win.

The clients win because they gain renewed affinity along with tools and processes for preserving it and growing the wealth that supports it. Advisors win because they reinforce their value to the clients, develop relationships with succeeding generations and frequently earn more fees.

 

 

 

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Any organization whose leadership believes it has secrets to be kept from its membership is running out of energy.

O’Neil