How I Help?


I enjoy stewarding the wealth of affluent families as a mentor in the education of family office options, preparation of heirs for inheritances and formation, growth & governance of family office businesses.

The concept of stewardship dates back to ancient times where the role of a steward was to guard what was entrusted to their care by making wise decisions & protecting from harm. Almost every business concern had a steward who served like a chief operating officer running the daily affairs of the master of the house.

Effective stewardship adopts a set of personal & professional principles that governs the wealth of the current generation and prepares the heirs to sustain the family wealth across generations by eliminating their greatest dangers, capturing their largest opportunities, and maximizing their biggest strengths.

Why I Help?

Financial Peace Of Mind

Although our modern, global society can be unpredictable, the adoption of sound stewardship practices can provide financial peace of mind to affluent families. When people have peace of mind, I believe they can truly be their authentic selves and live the lives that they were destined to live.