Using my COImpAct* model, I work with members of individuals, couples, and families, as well as their advisors, to:

• Facilitate planning, problem solving, decision-making, and conflict resolution
• Navigate generational transitions in leadership, ownership, and wealth
• Develop leadership capacity within the business, family, and staff
• Create structures and processes to guide individual, business, and family growth and philanthropy

Through thoughtful one-on-one and group conversations we:

• Develop a shared understanding of the current situation (Context)
• Identify results family members – individually and collectively - want and don’t want (Outcomes)
• Consider the likely consequences of various courses of action (Implications)
• Determine the steps best suited to producing the desired results (Action)

As a result, all parties gain:

• Mutual respect
• Appreciation of differences
• Enhanced ability to work together, and
• Better futures for the family, business, and assets.
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* (Context, Outcomes, Implications, Action)