Private Client Services
How will you plan for the continuity of your family-owned business and prepare for the inevitable generational transitions? How will you address issues such as non-family managers, non-shareholder family members and fair compensation and benefits? Our trained financial professionals can provide the experience and expertise you need.
- Continuity Planning
- Multi-Generational Transitions
- Compensation and Benefits
Partners, David Morris and John Morris are both members of the Family Firm Institute. The mission of FFI is to be the most influential global network of thought-leaders in the field of family enterprise. This organization provides research-based learning and relevant tools for advisors and consultants, academics and family enterprise members to drive success.
John and Dave are among the Professionals, educators and researchers as well as family enterprise members from more than 80 countries across the globe (almost half of all nations) to belong to FFI. Together they create the oldest and most prestigious multidisciplinary professional association for family enterprise in the world.
