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I have been helping enterprising families since 1995. I am a Certified Executor Advisor (CEA) and Certified Family Enterprise Advisor (FEA) with the experience and expertise to guide enterprising families. I help and support Executors, steering them away from problems and towards the experts they need. I help family businesses resolve conflicts and prepare them for wealth transfer among the generations.
Do not go alone in trying to resolve family business conflict, managing your wealth transfer to the next generation, preparing your estate or executing the estate of a loved one. I offer all of the services you need to to maintain family harmony in the family business while preparing for the next generation.