Who We Serve
Advisors
Wealth managers, private bankers, family office executives, and attorneys serving the families they advise.

Family Enterprises
Operating businesses where ownership, leadership, and family identity intersect across industries and generations.

Families & Individuals
Founders, next-gen leaders, inheritors, and spouses navigating the personal side of wealth and enterprise.

Organizations
Universities, family business centers, foundations, and associations advancing the field of family enterprise
How We Help
Conflict Management
We identify the root causes of family conflict and guide families through prevention, active management, and long-term resolution.
Family Enterprise Solutions

Corporate Governance

Succession Planning

Family-Owned Real Estate

Mediation Services

Family Goverance

Leadership Development

Evaluating Options to Exit
Wealth Integration
We help families cultivate a healthy relationship with wealth, addressing its impact on identity, purpose, and family cohesion.

Advisor Education & Collaboration
We train and partner with advisors to recognize conflict dynamics early and respond with the right expertise and resources.
About
About Us
Dedicated to strengthening family enterprises

Our Team
With decades of experience, we guide lasting cross-generational synergy.

Contact
Connect with our team to start a conversation
Resources
Insights
Perspectives on family enterprise strategy and success

Deconstructing Conflict Book
A guide to conflict in families with shared wealth

Additional Publications
Resources to navigate family enterprise dynamics

Relative Review 360
A tool to assess family members in the business

Speakers Bureau
Expert speakers on family enterprise topics
Contact Us
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Insights2026-08-12T11:33:09-04:00

Insights

Our perspectives on family enterprise strategy and success

Quick Picks:

The Hidden Cost of Family Conflict: How Unresolved Tension Erodes Business Value with Phelps Wood
Discover what unresolved conflict quietly costs a family enterprise, from lost talent to stalled decisions, and how to address it before it threatens continuity.

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Webinar: Aligning Family Health with Family Wealth
Learn how enterprising families can align their wealth with identity, purpose, and relationships—so the family directs the wealth, not the other way around.

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Where Wealth Meets Identity: Finding Voice Inside the Family Legacy
Dr. Shay Harris-Pierre joins Cory Gagnon on the Legacy Builders podcast to explore how identity, autonomy, and wealth integration shape enterprising families.

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