WHO I WORK WITH
WEALTHY FAMILIES AND FAMILY OFFICES
Some families will already have gone through a “liquidity event” or sale, and will have slightly different priorities.
In many ways, these situations are simpler, but sometimes these families think that there is nothing left to manage, because all of their assets are now liquid.
In fact, having liquid assets will certainly look simpler, but that brings along with it a vastly different set of realities that need to be dealt with, since the assets now seem so much more flexible and available, which of course they are.
All the more reason to take the time to organize things wisely, and ensure that the family governance structure is set up to handle these assets.
FAMILIES IN BUSINESS
Most of this website is geared towards families who are involved in the ownership and management of an operating business, so pretty much everything is aimed at this group of people
OTHER PROFESSIONALS:
Very few business families have any professional help that specializes in the family side of things, but they all have professionals who advise them on business matters.
Because of this, I am often introduced to families through one of their existing trusted advisors. This is a normal occurrence, and I understand that everyone has a role to play, and I am not looking to replace other advisors.
In order to get everything set up properly for a family, a variety of different professionals, with numerous specialties, are required.
As the “family specialist”, it is often my job to make sure that all of the proposed solutions from the other professionals are actually understood by the family, in order to ensure that the solutions are the best fit for the family’s needs