Our clients are business enterprises across diverse industries, owned or controlled by multigenerational, values driven families. Most are headquartered in the U.S. and are family led or professionally managed. All were built on the core values, vision and relationship strengths of founding families committed to nurturing both growing companies and future generations of leaders.

Our clients are highly skilled and successful in their own businesses. But when venturing beyond their own areas of expertise and facing the complex transactions of business growth or generational transitions, they seek experienced advisors to assist them in navigating these changes successfully, while also maintaining family harmony, competitive business strength and family control of the enterprise.