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Company Type: Optimized

Baker Tilly Private Wealth

Enhancing and protecting the value of high-net-worth individuals, family offices and generational family-owned enterprises

Continuity Family Business Consulting

Building generations of business success and family strength.

EY Family Enterprise

Our services span the following four key areas to support your growth, development and long-term ownership goals:*  Shareholder Liquidity*  Generational Transition*  Business Growth* Company Capitalization

Relative Solutions

Our multigenerational team guides families who share assets through the difficult questions that emerge from the risks and opportunities that impact their lives together.