It's Spring Cleaning Season!
In Case You Missed It: 
March 24 Navigating Change Mini-Conference

Our theme for 2017 is Navigating Change, and welcoming the discomfort that sometimes comes with managing transitions. Our Mini-Conference in March focused on this theme; our blog this month features a brief recap of what you missed with Travis Sheetz as well as some insights for managing the transitions in your business family and in your life. Click for our takeaways on this enlightening and educational event.

The Real Spring Cleaning

As the weather warms up, many turn their houses upside-down searching for order. Instead of sending you literal cleaning tips, we thought we'd send you some resources that we love, focused on finding greater harmony within ourselves, and with those with whom we work and live. 

Feel free to drop us a line to let us know what you're working on, on your mountains. Reach us at

Having Siblings Makes You Healthier and Happier. Yes Really!

In honor of the recent National Sibling Day, we wanted to take a moment to reflect on how special sibling relationships are as you grow older. Even if you fought over everything when you were young, your sibling relationship actually contributes to your health and happiness with the passing of time, especially if you work together too.

Stress Less About Money

The tax deadline has likely been on many of your minds, perhaps looming for months, and certainly money woes can and do create stress. There are proactive things you can do to both manage your finances and clean up prior financial mishaps. Become the master of your financial domain with these easy steps.

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Keeping Your Focus

It has been said that challenges encourage us to grow. When overwhelmed, though, it's easy to lose a sense of perspective, and that can easily take you off the path to success. Here are 10 fundamental truths that can help keep you focused on what's important, and help you redirect your path.

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Our Educational Partners

Locher & Asssociates

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TD Bank
Reinsel Kuntz Lesher

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Our Mission: Flourishing Families & Enterprises  
Since 1988, it's been our privilege to guide multi-generation business families through their complex, unique journeys. We have served over 600 business families across the nation with our customized, intergenerational, team-building process. 

We chart the path, teach the principles, develop the people, and guide the process that provides the direction, confidence and tools to overcome the dangers, beat the odds, and reach the summit for  each family member & their enterprises !
Our Team
Sally Derstine
Scott Hackman
Jared Byas
Henry Landes  | 215.723.8413