Values are how we judge our own behaviour, not other’s. When it comes to family, operating from a place of clear values is important to me. Here are the values that guide my work.

— Honour the family

It is an honour to do this work. My families feel heard, safe, and supported.

— Advise with care

Families and their businesses are unique — and complicated. We’ll move through conversations with intention and care to define direction and create alignment.

— Collaborate with Kindness

I don’t work alone. I have a history of working with your other family advisors (wealth, legal, accounting, executive team, board) to ensure everyone is on the same page and achieving their individual goals.