Our Enterprise Advisors hold accreditations such as CERTIFIED FINANCIAL PLANNER(™), Certified Family Business Advisor (CFBA)®, Certified Family Wealth Advisor (CFWA)® or Accredited Investment Fiduciary™. We earned B-Corporation Certification, as well as Firm-Wide Fiduciary status from the Institute for the Fiduciary Standard; making it clear that our clients best interest come first. You can find out more about each of our Advisor’s Qualifications here.
We work with family offices, businesses, and nonprofits on strategic and business improvement initiatives. For example, this may include Estate Planning that aligns the family and business priorities, Succession Planning within a closely held business, Corporate debt reduction strategy, potential Commodification of Business or Assets of Business, Establishing a Family Office, Retirement Plan Design, Corporate Restructuring, Financial Analysis, and Strategic and Business Planning.