Privacy Policy

Protecting the confidentiality of your personal and business information is of paramount importance.

With your authorization and consent, we collect nonpublic information about your business and family that is essential to providing professional service. We do not disclose information about current or former clients, except with their express consent.

 

What clients tell us:

“A skilled facilitator who led our family in how to work together, so that at the end of a project we could say: 'We did this ourselves.' That way we didn't just learn about ownership, we took more ownership responsibility ... within our respective roles, for stewardship and for helping shape our futures”