Business consulting for family businesses and closely-held businesses featuring business transition, family wealth, and succession planning; marketing consulting for businesses serving higher net worth individuals and families, family businesses and closely-held businesses

'busi':1,5,10,12,22,31,36 'close':8,34 'closely-held':7,33 'consult':2,20 'famili':4,14,29,30 'featur':11 'held':9,35 'higher':24 'individu':27 'market':19 'net':25 'plan':18 'serv':23 'success':17 'transit':13 'wealth':15 'worth':26

Design and development of software for the creation of tools, assessments, surveys, websites, and social technology sites for use in consulting regarding wealth transfer, estate planning, trust administration, pre- and post-nuptial planning, philanthropy, governance, multi-generational wealth, entrepreneurialism, business development, business partnerships, business intelligence, business innovation, business strategy and business transitions

'administr':28 'assess':11 'busi':42,44,46,48,50,53 'consult':21 'creation':8 'design':1 'develop':3,43 'entrepreneuri':41 'estat':25 'generat':39 'govern':36 'innov':49 'intellig':47 'multi':38 'multi-gener':37 'nuptial':33 'partnership':45 'philanthropi':35 'plan':26,34 'post':32 'post-nupti':31 'pre':29 'regard':22 'site':17 'social':15 'softwar':5 'strategi':51 'survey':12 'technolog':16 'tool':10 'transfer':24 'transit':54 'trust':27 'use':19 'wealth':23,40 'websit':13

WEALTH COMPASS

Owner

Goods & Services