Aquilance provides financial administration services for Ultra-High-Net-Worth individuals and families, empowering them and their advisors with the necessary financial clarity to make critical economic decisions that impact their current and long-term financial legacies.
Clearstead has expertise in helping families establish family trust companies (FTCs) as well as the assessment, design, implementation, and ongoing operational assistance of the FTC. Our team understands that each client situation is different, so we listen to gain clarity before recommending an FTC structure that will guide the family through future generations.
Continuity Family Business Consulting is a leading family business consulting firm. We believe that the potential for conflict is unavoidable when families own and work together. We have the skills, knowledge, and experience to help families manage conflict and build resilience in family and business now, and for generations to come.
Leadership Development for Enterprising Families. We help you navigate invisible relationship undercurrents to build a connected and capable family. Working together, we are as intentional in cultivating your family’s individual and collective human capital as you are in growing your financial capital. This empowers your family to thrive across generations.
V3 advises family offices on building successful Direct Investment Programs. With firsthand experience as operating executives, principal investors, and family office advisors, we help families navigate strategy, governance, and the full investment lifecycle—from sourcing and diligence to value creation and exits—ensuring a process that fosters family unity and grows capital in their direct investment portfolio of operating companies and real estate.
