Why These Are Right Solutions

Both an operating business and a family office are businesses. As such, these are longer term engagements of 20 to 30 years or longer, each.

The Business 

Every private business consists of financial and human capital. Business and financial advisers focus on financial capital. These leave the human capital and family influences unresolved.


Risks that impair value don’t appear on any financial statements of the business or a family office. These can be identified and tracked, measured and/or mitigated over time so these intangibles become more tangible for staff.

Human Capital

People important to you; staff, family, advisers are the most power influences on activities and decisions and outcomes, positive and negative.