The Development Group helps families, and closely held and family owned businesses create and implement strategies to realize and maximize value. Our clients are typically second through fifth generation families and have accumulated considerable wealth.

Typically, client families have net worth of at least $25 million. Always there is a financial or succession issue of some kind that is causing trouble or tension to or between shareholders.

When are we engaged? When a family wants:

A. A solution, not advocacy.
B. The perspective of an objective outsider.
C. Help resolving sensitive, internal conflicts.
D. Consensus or majority agreement on decisions.