Welcome to Wealth Compass

Wealth Compass is an on-line resource for families of wealth, closely-held businesses and entrepreneurs. In the RESOURCES section of this site, you will find six rooms to explore, each containing articles, featured books, and current studies and statistics about wealth transfer, family asset ownership, business and philanthropy. In addition, we are building tools and technology for each of these rooms that can be used by families of wealth, business owners, entrepreneurs and their advisors. The RESEARCH section of this site contains information about how Wealth Compass can gather simple to sophisticated data to help your family or business run more effectively. In the CONSULTING section of this site, you will find a description of how we can work with your family or business to create custom tools and technology that support your strategic and organizational goals.