Mike and Sarah had a solid team in place—attorney, CPA, portfolio manager. But no one was leading. No one was connecting the dots. Their planning felt fragmented, and rising complexity—especially around inheritance and family dynamics—was beginning to feel unsustainable.

After her husband’s passing, Charlotte found herself at the center of a complex financial picture—multiple professionals, conflicting advice, and an overwhelming number of decisions. She was capable, but cautious.What she needed wasn’t more information. She needed a clear path forward.

Thomas had recently stepped into his father's role at the helm of the family business. The financial infrastructure had been built for a previous era, and it showed. Investment decisions felt disconnected. And the dynamic with their existing team no longer reflected who they were—or who they were becoming.