About Us
Building Legacy Through Purpose
95% of next-generation leaders change advisors when they take over.
With over 20 years of experience in a 4th generation family business, Amy Stein understands the unique challenges of family dynamics, succession planning, and maintaining legacy across generations.
In today’s interconnected world, families need advisors who can see the bigger picture. Our holistic approach addresses the complex interplay between wealth, governance, philanthropy, and family dynamics.
Simplifying Complexity
We break down intricate family, family business and philanthropic concepts into actionable strategies, empowering you to make informed decisions with confidence.
Personalized Guidance
Recognizing that each family’s journey is unique, we tailor our services to meet your specific values, challenges, and objectives.
Ethical Foundations
Our commitment to integrity ensures that our advice and strategies align with your values, fostering trust and sustainable success across generations.
Networked Perspective
Drawing connections across industries, sectors, and stakeholder groups to create comprehensive solutions that address the full spectrum of modern challenges.
An Integrated Advisor with Deep Family Business Experience
Amy Stein brings a unique combination of practical family business experience and strategic thinking that positions her perfectly to help today’s wealthy families navigate complex challenges.
She understands that businesses do not operate in silos. Individual business units with in the business, employees and the board and family members are interconnected.
- Strategic Philanthropy - Planning and Execution
- Family Enterprise Advisory
- Family Governance and Dynamics
- Corporate Charitable Giving Programs
- Fractional- Business Advisory
- Mental Health & Employee Engagement
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Personal Philosophy:
Let’s Collaborate!
From launching to new initiatives to scaling existing programs to building strategy and implementation plans for non profits, charities, foundations and for profit businesses, we have done it all.