We have the insights and empathy to help families restore communication channels and pave a harmonious path forward because we’ve lived it firsthand.
Our founder, Kevin Heaton, grew up in a family-owned business that dates to 1955. Today, it’s run by his brother, the third generation of family leadership. Heaton, meanwhile, went on to become a “married-in” and served as CFO to his wife’s family’s business.
He’s built a team that intimately understands the challenges and struggles that come with the territory of second and third generational wealth and family-owned businesses. That’s why he recognizes the importance of trust and transparency, of genuine and sincere approaches to mediating conflict and facilitating conversations.
Like families, our roots ground us. For us, this work is deeply personal. But after all, that’s the reason we’re in this business.