Why engage with a
Chief Family Strategist?
A Chief Family Strategist operates in tandem as both the dedicated gatekeeper and concertmaster for the family. At times, however, the Chief Family Strategist may also be called upon to step in as the chief javelin catcher for the family.
We believe that each individual or family has its own novel story – a narrative of vision, mission and purpose. Each seeks to ensure that its values and vision will thrive across generations. As your dedicated Chief Family Strategist, we aim to collaborate intimately and personally with every individual or family to ensure that each element of your human and financial capital is engineered with precision to support your individualized goals and aspirations.