Multi-Disciplinary Teams

PFO uses multi-disciplinary teams to develop long-term solutions to your trust and estate, philanthropic, and planning issues. Our teams work in close cooperation with your family and its legal or other advisors to meet your current needs and anticipate the needs of future generations.

Family Communication, Governance, and Education

We develop and coordinate family meetings and if necessary help with dispute consultation. To ensure the financial and social responsibility of the next generation, we promote the design of family vision and mission statements that reflect family values. Preserving family harmony across generations is a complex task but perhaps the most serious and important familial responsibility.