Services for Family Businesses
Business Transactions
- Capital raising - assisted in the raising of billions of dollars for family businesses
- Sale of businesses - led over 200 transactions, many of which were overseas
- Transaction structuring
- Arranging complex financial solutions
Business Operations
- Large-scale project management
- Incentive packages for executives
- Cybersecurity and ransomware consulting services
- Litigation advisory services
- Succession planning
- Organizational structure
Services for Family Members
Health and Wellness
Health and Wellness
Health and Wellness
- Navigate the often-complex health system when needed
- Guide you in the selection of the best medical providers and care facilities
- Accompany you or your loved ones through the care process and advocate on your behalf
- Help you obtain home health care
Financial and Legal
Health and Wellness
Health and Wellness
- General business, budgeting and financing advice
- Assist with:
- Estate & financial planning
- Security & risk management
- General legal advice
We desire to work with your existing advisors.
Legacy Planning
Health and Wellness
Legacy Planning
- Generational planning
- Trustee services
- Philanthropy strategies