Every family and business is currently in
one of four stages of development: Startup,
Growth, Maturity, or Transfer and each successor
generation will also go through the four stages.
It is critical that the planning for a family or
business not only considers the stage of
development they are in, but where they wish to
go in the future. All of our clients dream to see
their successors do even better than they did, by
building on the foundation of their life’s work.
Our firm takes an intergenerational approach to
both the planning and the relationships we form
with our clients to help them realize this dream.