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Leonardo da Vinci was an artist, an engineer, a scientist, an architect, a musician, and a humanitarian, among many other things. One of his most important skills was learning how to learn and his curiosity. He asked questions nobody had ever asked before by experimenting, questioning, and exploring the world around him. Above all, he found answers nobody found before him. He made no distinction between art and science and saw the interconnectedness of all things. We created our firm to honor and embody the spirit of this Renaissance Man. We see the world as he saw it: full of wonders to be uncovered, always asking WHY?


We are not human beings on a spiritual journey, rather we are spiritual beings on a human journey. All endeavors start and exist due to our beliefs, passions, intentions, innovations, initiatives, and interactions. Maximizing well-being and potential can only be achieved through continuous internal exploration of body, mind, and spirit. There, we will find our authentic selves...our "why"...our passion...our purpose...our unique abilities...our way...what truly matters...and what's worthy of exchanging the gift of life we've been given.

   OUR VISION                OUR MISSION

Be an innovative global leader

serving affluent families and family enterprises

by guiding them to greater success and well-being and to

fully discover and achieve their unique passion, vision, and mission

by unleashing individual, family, and business potential.

Bring Clarity to purpose;  Focus to what matters; 

Alignment to actions; Collaboration to solutions; 

Orchestration to implementation; Achievement to Goals

All to attain a greater sense of success and well-being by

unleashing individual, family, and business potential.


TENACIOUS: Persistent, commitment and determination for representing other's best interest without glorifying one’s own self.

FIDUCIARY. Someone in a position of vulnerability, justifiably vests confidence, good faith, reliance, and trust in another whose aid, advice, or protection is sought in some matter. In such a relation, good conscience requires the fiduciary to act at all times for the sole benefit and interest of the one who trusts.


TRUST: A positive and kind faith in the reliability, integrity, and strength of someone or something. Sharing breeds trust and trust breeds successful outcomes for everyone involved.


CURIOUS. Anxious to learn, eager for knowledge, given to research, and habitually inquisitive all to explore all sides and all possibilities towards discovering optimal solutions for each unique set of facts.


PASSIONATE. An intense emotion, a compelling enthusiasm or desire for something that enables ordinary people to do extraordinary things.


COMPASSIONATE: A proper balance between respecting one's self and the rights and needs of others. Seeing things through someone else's experiences, values, and eyes. Caring for others' well-being.

GENEROUS: The habit of giving more value than you expect to receive in return. It is giving someone a hand-up without thought for yourself.


FORGIVING. Accepting of others' mistakes even if hurt in the process.

COURAGEOUS: Embracing purity of thought and action by confronting and overcoming perceived fear, popular opposition, inappropriate emotion, uncertainty, and intimidation.




ADVOCATES. Solely serving the best interests of our clients by being and staying on their side of the table.


CLARIFYING. Is it possible that the great secrets of life and business can be discovered by exploring one simple, yet profound question…”Why?” Before that question is answered in-depth you may find yourself or your business on an unnecessarily expensive and perilous journey to nowhere. Importantly, with clarity comes confidence.


ALIGNMENT. Any group of people that are striving to achieve any goal will only be successful to the degree they are aligned around the case for action, the desired outcome, barriers to overcome, and unintended consequences of success. 


INNOVATIVE.  Original and more effective and, as a consequence, new, that "breaks into" the market or society that produces a better solution and result.


TRANSFORMATIVE.  A process of profound and radical change that orients a person or group in a new direction by taking it to an entirely different level of effectiveness with little resemblance to the past.


FOCUSED is important because it is the gateway to all thinking: perception, memory, learning, reasoning, problem-solving, and decision making.


ADAPTABLE. Many people, families, and companies have failed because they are not successful at reinventing themselves or managing change. In today's world, innovation is synonymous with survival and success.


LEFT-BRAIN/RIGHT-BRAIN THINKING which leads to better and more sustainable outcomes.


SIMPLICITY is the ultimate sophistication.


SYSTEMATIC. Life, family, and business are systems. In systems, everything is interconnected.


RESULTS. We get things done and see to it that plans are implemented.


SUSTAINABLE. We focus on solutions that are sustainable and transformative.


PROCESS. We approach everything from the inside-out; not the outside-in (which often leads to unintended consequences and failure).

COLLABORATIVE is the approach to unlocking the maximum value and highest-quality advice from your advisory and consulting team. Da Vinci enhances—not detracts from or seeks to replace—your existing professional relationships.


COORDINATED. We believe that optimal solutions can only be realized through a well-orchestrated system of accountability.

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