“ALIGNED is a must read for families and their advisors… This is a true legacy.”
— Jason R. Breit, Esq., Founder, Jason R. Breit, Esq. P.C.

“ALIGNED blends tax and governance into a framework families can understand… Helpful insights in today’s complex world.”
— Eric Gelb, Partner, PKF O’Connor Davies, LLP

Wealth is often created in one generation, only to be lost in the next. Families that rely only on money or advisors risk losing clarity, control, and purpose.

ALIGNED: A Governance Framework for Modern Families delivers a tested system built on three pillars:
Structure: systems and foundational frameworks aligning family and business governance.
Strategy: legal and tax design that aligns wealth preservation, family values, and cross-border interests.
Innovation: science and adaptation that keep families and their wealth resilient and relevant in a changing world.

Together, these sustain a fourth outcome, legacy, which ties wealth to values, philanthropy, and impact.

Drawing on nearly a 100 years of combined expertise in tax, governance, science, and leadership, the authors provide founders, multigenerational families, and their advisors with a clear and practical framework to sustain wealth with purpose, preserve autonomy, and turn success today into a legacy that lasts.