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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

Rooted in discipline

Spending your money on your people and their relationships should have no end. The result…
Perspective

Strategy before tactics

Family Office Perspectives uses the family wealth equation above, described in writing as: your family…
Perspective

Why Invest for Impact?

Investing for impact is a key strategic element in finding the right ways to deploy…
Perspective

Strategy – the bridge from goals to outcomes

It has been an absolute treat to write this Newsletter for two years now; I…
Perspective
The symbiotic beauty of strong advisor ecosystems
Perspective
Stewardship is a responsibility, not an accounting degree
Perspective
Wealth’s Complexity Ends Here
Perspective
Entrepreneurial Spirit – A Family Affair

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