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YOUR PATH TO THRIVE IN LIFE, FAMILY, and BUSINESS 

Solving the TOP PROBLEMS

and SEIZING OPPORTUNITIES for

Families and Family Enterprises

IF THE FOLLOWING
SOUNDS FAMILIAR...
YOU'RE AT THE RIGHT PLACE

(to discover solutions & opportunities)

LIFE

Where have the years gone? I really need to be more intentional about the years ahead. The days are full of complexity and weighty decisions. I'm struggling to adapt to all the changes. I want to be more proactive than reactive. I need time to think, prioritize, and do life better—a way to bring everything together. I can't keep putting that off any longer. I only get one crack at life—I want and need to make it count!

MONEY

A lot has gone into building our wealth. Now, we need to preserve it against the barrage of threats from all sectors.  Talking with each advisor takes time and we often get conflicting advice. They aren't on the same page or know what's most important to us. We need our advisors to work as an orchestrated team so we can enjoy greater control, get better results, simplify our lives, and free up time for other pursuits.

FAMILY

Even though the children are grown, some of their choices have weighed on the family. I wish we were closer and there weren't as many rifts. Thank goodness for grandchildren, they're a joy. We need to get better aligned on what matters most, dealing with fair vs. equal, and how best to pass our love and money to heirs and the causes dear to us. Above all, we want family unity now and for generations to come. 

work-business

I'm at the top of my game. But, people tell me I should start planning my 'exit.' That scares me. I want to remain relevant. I still have a lot I want to do, but won't mind giving up the daily grind. The question is, "What am I exiting to? How and to whom do I hand over the reins? Are they ready? Of course, maximizing the value of what we built is essential. It's important my family capitalizes on my life's work and I finish well!

DA VINCI OFFERS A SUPERIOR
FAMILY OFFICE EXPERIENCE 
What Families Want... (and, Da Vinci delivers)
  1. Family unity and the best life for their rising generations

  2. Simplicity, control, performance, and unleashing potential

  3. Besides growing financial capital, Da Vinci emphasizes growing the family's non-financial wealthhuman, intellectual, spiritual, social, and entrepreneurial capital  (this makes all the difference).

  4. Continue to use your existing trusted advisory team

  5. An Advocate with none of the typical conflicts of interest

  6. Da Vinci doesn't offer tax, legal, investment, or other financial products or services—we solely serve as family advocates

  7. No minimum net worth requirements

  8. No minimum investment requirements

  9. Custom-designed solutions that scale to your needs & budget

  10. Transparency in the services you receive and fees you pay

  11. A Da Vinci team of over 25 seasoned professionals that complement your financial advisory team.

  12. You select your Family Office Team—not an institution.

Bringing Together the Worlds of
To Simplify Life, Maximize Resources,
& Unlock Potential

EXPLORE DA VINCI'S 
FAMILY LIFE OFFICE™ SOLUTIONS
FOR TAKING LIFE TO THE NEXT LEVEL 

Chess Pieces

Da Vinci is an innovative, new type of professional firm specifically
designed to serve successful families, family enterprises, and the advisors that serve them:

PARTIAL LIST OF BENEFITS

Time to Focus on What Matters

Accomplish Successful Transitions

Achieve Optimal Outcomes

Live Passionately & Purposefully

Enjoy Peace & Simplicity

Thrive Like Never Before

18 AREAS of ENHANCEMENT
for Families & Family Enterprises
that Adopt a Customized
Da Vinci Family Life Office™ Solution
(*bringing it all together to create exponential value & convenience)

Clarity
Advocacy
Get Things Done
Systems & Processes
Organization
Alignment
Transformation
Simplicity
Control
Relationships
Performance
Collaboration
Innovation
Legacy
Growth
Coordination
Sustainability
Resources
Meeting

DO YOU FEEL OVERWHELMED WITH

CHANGE, UNCERTAINTY & COMPLEXITY?

The cost of making a wrong decision or no decision has never been higher.

“It is not the strongest of the species
that survives, nor the most intelligent
that survives. It is the one that is
most adaptable to change.”

- former LSU Professor, Leon Megginson

“Change has never happened this fast before; and it will never be this SLOW again.” - Graeme Wood

Giving a Presentation

Click to Learn about Da Vinci's Specialty Services

Want to experience a better life for you, your family, and generations to come?

Want the most meaningful life possible? It doesn't happen by accident.

Life is flying by. Isn't time to check if you're on course for the destination you want?

A transformational program for Rising Leaders in your family and business.

* Business Check-Ups also available.

LEADING INNOVATION
in Life and Business

Individuals | Couples | Families | Business Owners & Leaders | Companies | Family Offices

"Two roads diverged in a wood, and I … I took the one less traveled by, and that has made all the difference." – Robert Frost

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