Our Care to KnowTM model suggests that problem-formulation has become a lost art. Questions are devalued as a thinking tool, shutting down peoples’ problem-identification too early. Perceived solutions are often paired to the wrong problem, or to a surface-level symptom.

Our model is a philosophy and platform serving clients and advisors who Care to Know the full landscape of their issues and choices.

Our model is a philosophy and platform serving clients and advisors who Care to Know the full landscape of their issues and choices. We find that the magic and nuance of elegant solutions are usually found in the last 10% of research. That’s why we invite a refreshing breadth of perspectives, disciplines and resources.

Family of Resources

Thought Leader Community providing resources, education, and advice via collaborative think tanks, events, programs, online content, and introductions.

Full spectrum planning – from estate planning, to elder care planning, to estate settlements – helps families preserve both their assets and their relationships.

Helping affluent families get to the heart of highly relevant matters and resolve messes in the areas of estate, business and tax planning, and family wealth counseling.

Leading business owners through all phases of transition where increased clarity, net cash flow, and market value expands and solidifies choices for business transition: if, when, how, how much, and to whom.