We are dedicated to helping families and communities find new, meaningful ways to engage across generations.

Through our personal experiences, and over 35 years of working with families, we have developed impactful solutions to solve the puzzle of connection across generations. We work in partnership with our clients to create clarity, purpose and confidence in the challenges that surround legacy, wealth succession and family business matters.

We found that although financial advisors can guide a family’s wealth planning, there is a need for experts who understand the nuances of inter-generational family and community dynamics. This insight led to the creation of Inheriting Wisdom.