With firsthand extensive experience running and growing a family business, we understand the challenges you face and the major risks involved around conflict and succession. Our mission is to provide you with personalized expert guidance to help you preserve and grow your family wealth while building a lasting legacy!
"Our family has always been rich, and we've sometimes had money."
Nurturing Family Wealth (Human, Social, and Financial) across generations is not impossible! Even though the statistics show otherwise, "shirtsleeves to shirtsleeves in three generations," where only 4% of family businesses survive the 3rd generation, following a proper framework with the aid of an experienced advisor would secure the transfer of the wealth of the family to the next generations safely and in harmony!
After a deep understanding of the family dynamics, we assist your family by providing tailored solutions for:
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Please feel free to ask for our brochure to know more. Additionally, you can arrange for a 30-minute complimentary call with Pierre. We look forward to discussing how our services can be of assistance to you.