We work with owners of family businesses and closely held private companies to help them maximize their personal wealth and achieve their long-term goals. Whatever your challenges and/or opportunities, we will devise innovative solutions tailored specifically to your business.

We are the best at what we do because we have "been there and done that." We are not academics or consultants that have studied family business. Our founder and Principal, Jim Roberts, spent over 25 years of his professional career in his own family business and understands firsthand the unique types of issues you face.