We are skilled at integrating creative and conservative strategies that strive to redirect your surplus wealth away from Uncle Sam to causes near and dear to you. Our process aims to allow you to transfer the core value of generosity to your heirs though hands on pre-inheritance experiences. Our goal is to help you create sustainable family wealth.

Our passion for helping owners manage business transitions goes way back. Mark and Richard both have strong ties to family companies and together bring a long history of serving and solving the challenges faced by successful business owners. Of the many valuable lessons, we’ve learned over the years, one thing is certain, if you don’t manage important life transitions, they will manage you. Doing nothing often results in losing control of everything and family conflict.

90 percent of affluent families lose control of their wealth within three generations. If so, you might ask, what do the 10% do differently? They integrate the hard issues (tools, techniques and strategies) with the heart issues (social, emotional and spiritual). We have developed a comprehensive process that integrates the practices of some of the best families across the US that have avoided the 90% failure rate* that destroys family wealth and unity.