Company Profile

Industry:Financial Services

Site:blackwoodfes.com

Description:Blackwood Family Enterprise Services is a boutique planning firm that assists affluent families to navigate the complex situations that emerge when business and family lives overlap. Our unique values-based planning process involves all adult members of a multii-generational enterprise to help families first gain clarity around "where they want to go", before re-engaging with their existing team of Legal, Accounting, Investment and Philantrhropic Advisors to develop the tactics and tools that...

Specialties:Multigenerational Family Enterprise, Family Meeting Facilitation, Partner Meeting Facilitation, Legacy Planning, Life Insurance for complex tax planning, shareholder funding, philanthropy, Future generation wealth coaching, Advisor Team Meeting Facilitation

Founded:1999

Company size:1-10 employees