Oftentimes the most difficult issues faced by family businesses are not the business problems themselves. Rather, families stumble on the emotional issues that hinder effective planning. This is the realm where I can assist you most.
My expertise involves partnering with tax experts, lawyers, accountants, estate planners and other advising professionals to remove the relationship roadblocks that can derail the entire advising process. Working in close collaboration with you and your family business clients, I can help you to transform discord into definitive action.
I understand that bringing another consultant into the mix can be tricky. My job is to work closely with you beforehand to understand the dynamics of the situation, and to make sure our work together is congruent with both your goals and those of your business family clients.