Our Work Gallery
We've guided 47 families through the toughest wealth decisions. These projects show how thoughtful planning protects what you've built. Some involved restructuring everything. Others were about staying ahead of the curve. Either way, we did the work quietly, effectively, and without the usual corporate theater.
The Mihai Family Office Setup
Built governance structure for $18M portfolio across 3 generations. Created decision framework that actually sticks. No drama, clear rules.
Multi-Generational Planning
Transition Without Tension
Reorganized business succession for manufacturing firm. Kept family intact while optimizing tax position. 13 years of detailed planning, executed cleanly.
Estate Restructuring
The Giving Laboratory
Helped entrepreneurs redirect 12% of annual gains into meaningful causes. Built a giving framework that evolved with their values. Results matter more than donations.
Impact & Giving Strategy
Inheritance Without Inheritance Wars
Structured $31M foundation for 5 adult children with completely different visions. Used trusts, governance, and honest conversations. Nobody felt cheated.
Family Foundations