Families who own a business together face questions no balance sheet can answer: where are we heading together, who decides, who owns, who takes over, and how do we stay a family along the way?

I guide enterprising families through these questions over time, across generations. My work builds on my research as a professor of family business and finance, which I translated for a broader audience in my book Money & Generations. I often work alongside a family's trusted advisors: private bankers, notaries, tax advisors, and family offices.