For a family enterprise to sustain its wealth, acting collaboratively is required. This need for cohesion leads to the creation of structures and processes that guide the family’s behavior as it navigates the complexities…
We’ve all heard the saying, “The key to a good relationship is communication”. This is especially true for families who want to perpetuate their wealth and values over multiple generations. Research has shown that most…
Modern family offices have been in existence since the late 19th century when John D. Rockefeller decided he needed a professional team to manage his wealth. The complexity of the financial landscape, coupled with…
SIGN UP FOR OUR NEWSLETTERS!
We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.
13616 California Street, Suite 300
Omaha, NE 68154
747 N Burlington Avenue, Suite 401
Hastings, NE 68901
601 P Street, Suite 103
Lincoln, NE 68508
3320 James Road, Suite 100
Grand Island, NE 68803