Mission:

We strive to fuel the human experience by enabling talented individuals with the tools they require to take on their passions and goals, and to facilitate leaders with the knowledge and teams they require to achieve their goals.

Vision:

Motto: One person can change a team, one team can change an organization, and one organization can change the world

Values:

At the intersection of strategy, structure, and succession, we are a collective of seasoned professionals. With over 120 years of combined experience, our team brings a multidisciplinary approach to navigating high-stakes situations.

Our Collective Expertise

• Certifications & Credentials:

  • Financial Risk Manager (FRM)

  • Project Management Professional (PMP)

  • Advanced degrees in Business Administration, Engineering, and Organizational Psychology

  • Specializations in Behavioral Economics and Strategic Investment

  • Scrum & Agile

  • Hogan Assessment

  • Data and Analytics by MIT Sloan School of Management

  • Lean initiative

  • Forward by McKinsey & Company

  • Mensa International

  • University of California, Berkeley, Greater Good Science Center

• Industries Served:

  • Finance and Investment Management

  • Human Resources and Organizational Development

  • Engineering and Technology

  • Business Consulting and Strategic Advisory

Our Approach

We operate under the guiding principle that true legacy is built through intentional design and strategic foresight. Our team collaborates closely with clients to:

• Develop and implement robust succession plans

• Align organizational structures with long-term vision

• Facilitate knowledge transfer across generations

• Navigate the complexities of family-owned enterprises

By integrating diverse perspectives and expertise, we ensure that the foundations laid today will support the aspirations of tomorrow.