Are Your Advisors Working Harmoniously?
Partnerships & Solutions
Now that we understand your value, vision, and goals for what you’re trying to create in life and we’ve built the blueprint… we will use your core team and our strategic partners to develop clarity and trust giving you back your time.
Core Team
Certified Public Accountant • Attorney • Banker Insurance Broker • Investment Advisor • Business Coach
Strategic Partners
Keel Point • Financial Independence Group • Fidelity Institutional • Advisor HR • Schechter Wealth • Vesticor • MillenniuM • CenterPoint • Icon Trust • US Bank • RCX Capital Group
Areas of Advisor Solutions
Tax & Accounting Strategies • Trust Services • Employee Benefits • Risk Management • Asset Management • Private Equity Cash Flow Management • Executive Benefits • Real Estate • Private Wealth Banking • Debt Management • Business Transfers • Philanthropic Planning • Family Office Solutions • Alternative Investments • Ultra High Net Worth Strategies.
Time, Money, Relationships & Talent
Whatever YOU Need… Whenever YOU Need It.
Business
- Strategic Planning
- Organizational Culture Enrichment
- Organizational Alignment
- Leadership Development
- Employee Engagement
- Performance Enhancement
- Talent Management
- Team Effectiveness
- Conflict Resolution
- Marketing
- Contingency Planning
- Executive Coaching
- Innovation & Change Management
- Banking and Financing
- Performance Tracking
Ownership
- Visioneering
- Business Model Enhancement
- Ownership Alignment
- Governance Development
- Board Service & Advising
- Entrepreneurial Coaching
- Exit Planning
- Leadership Transition
- Continuity Planning
- Management Systems
- Family Employment Policies
- Shareholder Meeting Facilitation
- Leadership Retreat Facilitation
Family
- Multi-Generational Alignment
- Family Culture Enrichment
- Life & Family Coaching
- Philanthropic Planning & Coaching
- Ethical Wills
- Family Governance System
- Family Constitution Development
- Family Meeting Facilitation
- Time Management
- Conflict Resolution
- Rising Gen Development
- Passion, Purpose, and Path
- Family History & Video Interviews
- Family Leadership Development
- Education & Career Planning
- Personal Performance Enhancement
