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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

Why Invest for Impact?

Why Invest for Impact? Investing for impact is a key strategic element in finding the…
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

Read on to learn how to work and plan well with your advisors in this…
Perspective

Stewardship is a responsibility, not an accounting degree

Stewardship is a responsibility, not an accounting degree In this month’s edition of Family Office Perspective,…
Perspective
Wealth’s Complexity Ends Here
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Entrepreneurial Spirit – A Family Affair
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Sharpening our perspectives
Perspective
Wealth means well-being

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

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