Thought leadership for entrepreneurial families committed to legacy preservation
The statistics are sobering: 70% of wealthy families lose their wealth by the second generation, and 90% by the third. But this isn't about investment performance—it's about purpose, preparation, and systems.
Read More →Most families have multiple advisors competing for attention and assets. We explain why coordination—not competition—is the key to successful multi-generational wealth stewardship.
Read More →Creating context for future generations by documenting not just what was decided, but why. How the Purpose-Centered Decision Journal™ preserves your family's legacy.
Read More →How our selective approach allows us to provide depth, accessibility, and true partnership impossible at scale.
Read More →Why our D⁵ Process™ takes 12 months—and why rushing multi-generational planning is the biggest mistake families make.
Read More →The critical difference between wealth education and financial literacy—and why unprepared heirs are your biggest risk.
Read More →If these perspectives resonate with your family's approach to wealth stewardship, we invite you to explore whether a founding family partnership is right for you.