Empowering entrepreneurial families to thrive for generations.
So what is all this money actually good for? We put things into Perspective that dig into the details.
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Healthy, wealthy and wise. How well are you managing the family wealth? A three-step program with you in mind.
MoreABOUT ADAM
An experienced trustee, tax lawyer, family office president, wealth management firm CEO and in-house counsel.
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Embracing Challenge
I’ve thrived when challenged, starting during my days of organized hockey, then onto tackling a joint undergraduate law and business degree, from stepping into those early (scary) days as a tax lawyer, to my first startup, a multi-pivot diesel refining technology startup.
Most recently I lead a single family office’ acquisition of a wealth management platform, pivoted it and lead a significant growth phase. Throughout my life I have been comfortable tackling challenges. Now, in empowering entrepreneurial families to thrive for multiple generations, I’ve found my greatest challenge to embrace yet!
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