WEALTH COMPASS

Business consulting for family businesses and closely-held businesses featuring business transition, family wealth, and succession planning; marketing consulting for businesses serving higher net worth individuals and families, family businesses and closely-held businesses

Design and development of software for the creation of tools, assessments, surveys, websites, and social technology sites for use in consulting regarding wealth transfer, estate planning, trust administration, pre- and post-nuptial planning, philanthropy, governance, multi-generational wealth, entrepreneurialism, business development, business partnerships, business intelligence, business innovation, business strategy and business transitions