Our clients are owners and stewards of large, complex family enterprises. We work with them to create enduring solutions for their financial assets, business assets, and family governance.

Our clients control both public and private companies of scale; many have family offices. Roughly half are founders, while others are second through seventh generation owners.

Our relationships typically begin at an inflection point in a family’s business, financial assets, leadership, or governance. For any one family, these are rare events. For WSP’s partners, this is our daily work.

We work with our clients as we have worked with our own families: as principals serving principals, always with a long-term perspective and complete confidentiality.

WSP does not manage investment assets or serve in executive roles. We are compensated solely by our clients. For complex technical matters—including tax, estate planning, executive search, investment banking, and valuation—we frequently engage specialists from our clients’ networks and our own.

Your priorities, opportunities, and constraints always set the context for our work—always with an owner’s mindset.

We believe that family enterprise value is created at the intersections of disciplines. In our engagements, we work to build enduring close coordination among tax, liquidity planning, estate planning, operating business planning, investment strategy, and governance.