What are your areas of domain expertise?
Next Gen financial education and board structuring
How much does it cost?
Pricing is based on the type of engagement and duration. Our engagement fees start at $25K.
are you investing in your family's greatest asset?
We would love to hear from you with any questions, meeting requests, or if you just want to come meet the team. Please enter your name, email and a detailed message below and we will get back to you shortly. Thank you!