How It Works
Most estate planning separates what should be integrated. Lawyers handle trusts. Architects address
buildings. Land managers focus on ecology. Financial advisors optimize assets. Each works in isolation,
leaving families to connect the pieces themselves.
We bridge these interconnected elements into a unified stewardship strategy.
This work integrates
architecture, ecology, strategic planning, and place-based methodology. Informed by decades of site
analysis and estate advisory experience.
Place Understanding
Deep site analysis covering ecological systems, climate patterns, water flows, and bioregional
context. Understanding what the land needs, not just what owners want.
Built Heritage
Assessment of existing structures, their architectural significance, adaptive reuse potential,
and integration with landscape. Buildings as part of place, not separate from it.
Family Alignment
Multi-generational visioning that addresses inheritance dynamics, differing values, and the
emotional complexity of stewarding meaningful places.
Consultant Coordination
We coordinate the architect, ecologist, estate lawyer, financial advisor-you don't manage five consultants, we integrate them. We attend family meetings, coordinate all specialists, and handle the complexity while you focus on decisions that matter.
Ecological Restoration
Regenerative land management strategies, biodiversity enhancement, climate resilience, and
stewardship practices that improve ecological health over decades.
Implementation Roadmap
Clear sequencing of decisions, consultant team assembly, and phased approach that allows for
learning and adaptation over time.
The Process
We begin with deep listening: to the place, to the family, to the tensions between what is and what
could be. This isn't standard consulting. It's strategic guidance for decisions that will shape a
place for generations.
The deliverable is a comprehensive stewardship plan that integrates all elements: ecological
assessment, architectural strategy, family governance structures, financial modeling, and
implementation timeline. Everything needed to move forward with clarity and confidence.
Most importantly, we help families understand their relationship to the place they're stewarding. You
can't outsource that relationship. You can only clarify it, strengthen it, and build structures that
support it across generations.
Complete confidentiality-we understand family legacy involves sensitive dynamics.
