Who We Work With
- Adult siblings, or step sibs caring for elderly parents
- Families having difficulties with open and honest conversations about money or property
- Families wanting to chart a course for appropriate use of an inheritance
- Adult children of blended families needing to work together to resolve property issues
- Parents and siblings who share estate planning concerns
- Business partners who want to create a more comfortable and productive partnership
- Trustee of a family trust who wants to do the work themselves, but needs a coach or mentor
And more…
Client Testimonial…
"Karen has worked with our family over a period of three years to arrange a solid income stream for our mom, and a workable financial and communication unit made up of sibs and spouses. We (sibs and spouses) have widely varying incomes, spending styles, and value systems. What could have been a very divisive situation, created stronger family ties that will continue long after mom is gone."
C. Smith, Inheritor
