REAP Experience

How we work with families.

A disciplined, high-touch process that keeps stakeholders aligned while we handle the complexity.

Step 1

Listening first: family purpose, governance rhythms, and existing advisors.

Step 2

We map investment, planning, and service models that respect how your family makes decisions.

Step 3

Coordinated onboarding, manager selection, reporting cadence, and liquidity planning.

Step 4

Regular reviews to adapt to new priorities, transactions, or generational shifts.

Family meetings, education, and governance support keep every generation informed and engaged at the right depth.

We work discreetly alongside CPAs, attorneys, trustees, and operating partners so decisions remain streamlined and private.