I’m a second-generation family member from a nine-figure real estate family, and I’ve seen firsthand the complexity and emotional weight that comes with passing wealth across generations. 

I grew up in a challenging family with big personalities. Together, my three siblings and I navigated a complex estate process that stressed our relationships almost to the breaking point. We came out of that experience with our relationships not only intact, but stronger than ever. I know most families are not so lucky.

I’ve seen the vacuum in leadership and accountability that emerges when a first-generation family leader steps down without a clear successor. The result is often confusion, stalled momentum, and misaligned advisors.

The role of a family fiduciary is both underappreciated and difficult to grow into. It requires someone who can navigate the many professionals serving wealthy families and align them toward a shared vision. That kind of clarity and competence takes time to develop. Without deliberate planning, it's likely that neither the family nor any one individual is prepared to step into the role.

I’m right at home working on big, complex problems within the emotional architecture of family dynamics. I’m a strong fit for families who need a more hands-on trustee, particularly when the portfolio includes operating businesses, real estate, or other non-traditional assets that require active oversight.

I also serve as a temporary co-trustee alongside a rising family member, offering mentorship and support as they learn to navigate the advisor landscape and step into the role of steward.