Peer Groups
Curated Circles of Trust
Small, intimate groups designed to function as your personal board of directors. Members meet regularly to challenge decisions, provide perspective, and share opportunities.
Format:
Monthly meetings, led by seasoned facilitators, ensuring confidentiality and relevance.
Topics:
Family governance, investment strategy, legacy planning, philanthropy, and emerging opportunities.
Outcome:
Empowered decision-making, peer accountability, and broadened horizons.
