Decades ago, we set out to solve a conundrum facing the majority of high net worth families…

The families we met had sat in plenty of conference rooms and signed a multitude of documents over the years. Yet, if you woke them out of a cold sleep and asked them what they had and why they had it, there was no clear answer. It was nobody’s fault.

We knew if we could solve this conundrum, it would shed light on a business model to fix it.

During the course of our journey, we identified three common barriers:

Barrier #1

Families had a host of separate entities, transactions and projects, but the pieces were not well orchestrated.

Barrier #2

Families didn’t understand the mechanics of what they had, so they didn’t know why they had it.

Barrier #3

Collectively, their advisors didn’t have a common strategic picture of the family’s desired use of their wealth.

We developed a business model to eradicate these barriers.

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