Governance & Stewardship Services — Through a clearly defined mission and vision that serves as a north star, family values and purpose are integrated throughout the family enterprise, including a family’s governance, succession planning, philanthropy, investments, business, and the family office. We help families coalesce around a shared objective, unite family members and educate the rising generations, creating resilient and sustainable enterprises and ensuring a secure and enduring family legacy.  

 

 

Philanthropy, Sustainability & Impact Services — Increasingly, wealth owning families are concerned about the impact of their wealth on the environment and society.  We assist families in creating a positive imprint by developing and implementing bespoke philanthropy, sustainability, and impact strategies that fit the family enterprise and have practical applications across the wealth planning spectrum.

 

 

Reputation Protection Services — In today's digital age of constant news coverage, the private lives of wealthy families are in the public eye.  Proactively and intentionally managing your public image is crucial.   A responsible wealth stewardship strategy interwoven throughout the family enterprise can help protect your family brand while positively impacting wider society. 

 

 

Trust Protector Services — Leveraging extensive experience as a trust lawyer and fiduciary, Gina is uniquely positioned to provide families with expert guidance in selecting trustees and ongoing oversight of trustee actions. Our Protector service fosters ongoing strong, resilient connections between families and their trustees, offering invaluable support at every step.

 

 

Project Management Services — Modern wealth-owning families have complex needs and a profile that often spans the globe.   Successfully planning and launching projects and transactions requires the involvement and support of multiple stakeholders. Whether you are establishing a new family office or coordinating a wealth planning project that involves trusts, companies, and multi-jurisdictional legal and tax issues, we manage stakeholder engagements and projects, driving the implementation of initiatives in a transparent, efficient, and effective manner.