Our Team

Achieving your best outcome begins with a comprehensive view of your stakeholder priorities, circumstances, and goals—not a blind application of a “best practice.” No one has developed the best solution for you yet. Our team can.

We’ve developed a methodology that helps us tame the chaos of intermingled family and business systems.

We build project teams based on expertise areas and gender balance, to address multifaceted concerns of family enterprise. We map solutions to your unique goals; you hold the reins.

Doug Baumoel, MBA
Founding Partner
Blair Trippe, MBA
Managing Partner
Rikk Larsen, MBA
Partner
Scott Wakeman
Senior Consultant
Arline Kardasis
Director of Mediation Services
Paul Faxon, JD
Senior Consultant
Judy Sockol
Senior Consultant
Heidi Clark
Senior Consultant
Jacquette M. Timmons, MBA
Senior Consultant
Dennis Kessler, MBA
Senior Consultant
Sandra Geller, CFP
Financial Specialist
Betsy Brodsky
Director, Client Engagement