People

Collectively, for more than half a century our team has been working with families across the globe to guide them toward uncommon results. All of our efforts are focused on using a proven process to improve a family’s decision-making—a collaboration designed to bridge a family’s present with its future.

REBECCA A. MEYER, MBA

Partner

Affiliates

We believe families have inherent ways to reach their solutions. We believe that while there are universal truths about families who share an economy, we recognize that our methodology is culturally based. We believe that each culture forms its own context for solutions. Thus, we have sought to collaborate with consulting groups from other cultures to share our methodology and to participate in the development of theirs.

We partner with the following affiliates: