Case Studies

We have no such thing as a typical client.

Some are in transition from founding to second generation, while others are  in their third or fourth generation and beyond. Some have five family shareholders, others have 50 or more. Some have many family members involved, others have none. Although each family is unique, here are a few examples of clients we have worked with.

Family Business Client Cases



Family Wealth Client Cases



Next Generation Client Cases



Professional Advisor Client Cases



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