Business & Legal Services
Business Strategy

Our specialized approach to Business Strategic Planning & Cross-stakeholder Strategic Planning brings all the pieces of the puzzle together, including everyone at the table, in a productive, structured & organized way – without missing the mark like traditional SP processes.

Brand Strategy

Branding and business strategy go hand in hand – and the basis of it is identifying your unique approach, value proposition & work flow for each customer segment. We walk you through a strategic process to help you meet your goals.

Startup Business & Legal Services

From your business plan and model to financial systems and legal structure we provide detailed support to maximize profit and minimize liabilities. With a team approach, we help you build a strong foundation from the get go.

Change Management

Specialized consultation to support business transitions whether through an acquisition, change in leadership or market change

Wealth Transfer Planning

Skillful Estate Planning and Asset Protection to secure your future & legacy.

Business Succession Planning

Legal & business strategy to propel your business into the future.

Coaching & Advising

For family businesses, family offices, philanthropists & entrepreneurs seeking solutions for expanded impact.

Leadership & Professional Development

Deeply engaging & powerful skill building sessions for professionals from all walks of life looking to expand their potential & impact.

Team Building

Optimize productivity, relationship building and tap more deeply into the unique talents of each team member as well as the dynamic attributes that emerge from high functioning teams.

Retreats &

For couples & families in business together who want deeper strategic, relational & leadership support to live increasingly satisfied and impactful lives


Interested in our work? Send a message to

Signup for our Newsletter