Our Clients
We work with families who have a lot to lose, even more to protect, and no room for trial and error.
Who We’re Built For!
From first-generation founders to 10th-generation families, from $10M companies to billion-dollar enterprises—our clients span industries, generations, and borders. They include family businesses, portfolio companies, and family offices navigating what comes next.
Some face tension. Others want clarity. Most are carrying the weight of legacy, relationships, and financial performance—all at once.
What unites them?
They know the stakes are high—and they’re ready to take control of what’s next. They want a business that performs, a family that’s aligned, and a transition they can be proud of.
We work quietly, behind the scenes, alongside their trusted advisors. You won’t hear about most of our work. That’s by design.