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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