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Empowering entrepreneurial families to thrive for generations.

PERSPECTIVE

So what is all this money actually good for? We put things into Perspective that dig into the details.

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STRATEGIC REVIEW

Healthy, wealthy and wise. How well are you managing the family wealth? A three-step program with you in mind.

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ABOUT ADAM

An experienced trustee, tax lawyer, family office president, wealth management firm CEO and in-house counsel.

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The Latest from Family Office Perspective

Perspective

Celebrating grit

Hello again Friends, Family Wealth = Resources (Quality of your people and culture)*** Entitlement. The first…
Perspective

Using time wisely

Hello again Friends, we are into fall and I have noticed the transition back after…
Perspective

Trusts that empower, not infantalize

Hello Friends, and welcome back. Let's spend ten minutes together on family wealth strategy. Sharpening…
Perspective

On Entitlement

Hello Friends, and welcome back. As always, thank you for reading and emailing me with…
Perspective
Investing in your people
Perspective
Trusts, Books, Conferences and Taxes
Perspective
With great power comes great responsibility
Perspective
Rooted in discipline

Adam can help any business family in a multitude of ways due to his diverse background which includes tax, law, startups and family business. Of all these skills I’ve witnessed him deploy, perhaps his best skill is his ability to listen carefully.

Todd MillerEntrepreneur

I’ve been in the trenches with Adam and would do it again. Smart, loyal and honest.

Craig LatimerEntrepreneur

Its easy to engage with Adam because of the trust I have in his advice. He pairs honest questioning with strong expertise.

Name WithheldIntrepreneur