Welcome to Meaning Beyond Money, where our mission is two-fold:

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1. To support families in managing the impact that wealth can have on relationships, by helping them learn about and institute best practices in the areas of family meetings, communication, personal & leadership development, and governance. ​

2. To change the face of the financial services industry, by integrating the emotional and financial sides of wealth management, so that organizations and their advisors may care for the human, intellectual, spiritual, social, time AND financial capital of families they serve. 

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By working with both families and the financial services industry, we stay current with the needs and challenges of both, allowing us to continuously offer relevant advice and consulting.