
We guide multigenerational families, ultra-high-net-worth individuals, and privately held businesses, advising on a range of legacy planning and growth solutions to strengthen their unique shared values and heritage, form virtue driven leaders, and maximize opportunities for new cross-border introductions and relationships.
INSIGHTS

Succession Planning: Why Character Formation Matters
For several generations, conventional management wisdom has supported the notion that publicly traded corporations with clear separation of ownership and control are a superior organizational form compared to the family-owned business. Recent studies are calling that wisdom into question.

Brunello Cucinelli: Principled Entrepreneurship and Humanistic Capitalism
Brunello Cucinelli is as close to the definition of a philosopher turned entrepreneur as you are ever likely to get. The “king of cashmere,” designer dropped out of engineering school and used a $550 loan to launch a fashion line in 1978. He then took the $630 million company public in 2012…

Storytelling in the Family Business: Creating a Culture of Continuity
For several generations, conventional management wisdom has supported the notion that publicly traded corporations with clear separation of ownership and control are a superior organizational form compared to the family-owned business. Recent studies are calling that wisdom into question.