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.
MoreSTRATEGIC REVIEW
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.
MoreThe Perspective of an Aspiring Sherpa
The symbiotic beauty of strong advisor ecosystems
The symbiotic beauty of strong advisor ecosystems Read on to learn how to work and…
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,…
Wealth’s Complexity Ends Here
Life is complicated. Managing wealth does not have to be. I write every month regarding…
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!
Subscribe
Sign up below to receive Adam’s monthly newsletter Family Office Perspective, sharing thoughts on the impact of money on family wealth.