The Questions
Where does your family find itself?
The Practice is organized around questions that belong to the family — not questions that advisors can resolve on their behalf. Each opens a path through an idea, a framework, and an instrument; some also include a Case or Related Study.
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The questions that cannot be outsourced
What the family's wealth is ultimately for.
What responsibility should accompany ownership.
Which traditions deserve fidelity.
What must be renewed.
Who should exercise authority.
What contribution the family seeks to make.
"Others can inform these decisions. The family must ultimately make them."
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.
All conversations are confidential. EDP does not share information about families who reach out, whether or not an engagement follows.
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