We have redefined families’ notion of advisory support. A key marker on the path to reinventing your potential is to Form Your Community. A community is an express network of support that grounds you in times of challenge and opportunity.

At the beginning of our relationship, we hand-select your internal five-person Core Community based on your family’s advisory needs, communication style and the complexity of your affairs. At any given time, you might find yourself seeking out a different member of your community for conversation. Your spouse or adult children may gravitate to particular members of your family’s Core Community.

Each community is formed with a balance of technical and relational skills so you always have a place to turn for the cold hard facts as well as aspirational conversations. Your Core Community also includes your existing longstanding advisors and new specialists for specific projects. Community-wide collaboration helps you achieve your ideal – in a manner that’s surprisingly cost-efficient.