Who Jonathan Works With
Your Client Has a Family Business Problem You Were Not Hired to Solve.
Attorneys, accountants, and wealth managers often see the family dynamics that are undermining the business plans they are working on. Jonathan partners with advisors to address what the spreadsheet cannot fix.
Sound Familiar?
Are You Seeing This With Your Clients?
A succession plan is technically complete but the family has not aligned on it
Sibling or generational conflict is stalling decisions you need the client to make
The founder is not engaging with transition planning despite your recommendations
Family dynamics are creating liability you cannot address within your scope
Jonathan's Approach
A Trusted Partner Who Handles What You Cannot
Jonathan works alongside advisors as a family business specialist — handling the governance, communication, and succession dynamics that fall outside legal, financial, or accounting scope. He integrates with existing advisory relationships, not against them, so your client gets a complete solution and you can do your best work.
Let's Talk About Your Client
An Ebook for Family Businesses That Want to Thrive, Not Just Survive
Our latest eBook breaks down the most common traps — and how to start moving forward with clarity and confidence.
Visit our page to download The Family Business Trap: 11 Uncomfortable Truths That Will Save Your Business (and Your Relationships).
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7 Conversations Every Wealth Advisor Should Have with Family Business Clients
Help Your Family Business Clients Plan for What Matters Most
Download the free guide featuring 7 essential conversations every wealth advisor should have.
Learn More