Begin
Begin with a confidential conversation.
A first conversation explores the decision or transition your family is facing, the expertise already in place, and the questions that remain yours to answer.
Explore the Practice
For families beginning to ask the questions the Practice addresses. A first conversation — no agenda, no obligation.
Request an Assessment
For families that want to begin with a structured diagnostic before committing to a fuller engagement.
Request a Meeting with Doug
For families with a specific situation they want to discuss with the founding practitioner directly.
How it begins
We ask two questions: What is your family trying to build? And what stands in the way of building it consistently across generations?
The conversation is not a presentation. It is a genuine inquiry into your family's situation — unhurried, specific, and held in confidence. No commitment is required.
If the fit is right, we will say so. If it is not, we will say that too.
What the conversation covers
- The question your family is currently facing — or the one that has not yet been fully articulated.
- The expertise already in place, and what each advisor is already addressing.
- The questions that remain unresolved — not because advisors have overlooked them, but because they require the family's own judgment.
- Whether the Practice addresses that space — and if so, what a thoughtful first step might look like.
All conversations are confidential. EDP does not share information about families who reach out, whether or not an engagement follows.
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