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Life Story Media

We tell your story and communicate your vision.

Lucid Legacy Consulting

Expertly facilitated family meetings and educational retreats.While your legacy may be something you leave behind, it is something you create while you are alive.

Mercer Capital

Providing sophisticated financial services to family businesses.

Merion Advisory Group, LLC

Creating solutions to complex leadership challenges

MidMarket Capital Advisors, LLC

Raising capital for growth or shareholder liguidity; M&A and strategic transactions.


A true family office and leader in helping families and single family offices navigate the challenges and opportunities creaded by the interplay of family and financial dymanics. Our Wealth Momentum service model provides investment advice, estate, tax and philanthropic planning, fiduciary services, wealth administration, and customized family learning.Offices in Philadelphia, New York &...

PwC Family Enterprises

Supporting your legacy for more than 170 years.