Private Estate & Business Services
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THE PROBLEM
An $84 trillion generational wealth transfer is underway in America.
80% of families lose inherited wealth by the second generation. 90% by the third.
Half of all businesses owned by Boomers have no succession plan.
The problem isn't the assets - it's the absence of neutral authority who can identify where extraction exceeds capacity.
When families face estate settlements or businesses face transitions, hidden self-interest surfaces. Without transparent architecture to make consideration visible, relationships fracture, wealth evaporates, and organizations collapse.
THE CURATOR exists to solve this problem.
WHAT I CURATE
For Families:
Property oversight during extended travel
Project management for home renovations and improvements
Estate coordination and transition support
Seasonal property preparation and maintenance
Private event and family gathering facilitation
Neutral decision-making authority during family transitions
For Businesses:
Organizational extraction diagnostics
Succession planning architecture
Operational capacity assessments
Stakeholder consideration mapping
Strategic realignment from extraction to expansion
Neutral oversight during ownership transitions
WHY PEOPLE CALL THE CURATOR
Families:
"We've gone 6 months past Dad's death and still can't settle his property without constant conflict."
"My siblings and I can't agree on anything regarding Mom's estate without someone neutral to work with."
"We need someone who can make decisions based on structure, not emotion."
"I want someone I trust to expose self-interest transparently - before it destroys my family."
Businesses:
"We're profitable on paper but everyone's exhausted - something's extracting capacity faster than we can rebuild it."
"My leadership team is fighting over direction but no one can articulate what's actually broken."
"This company demands output beyond sustainable capacity and my contractors aren't responsive or effective anymore."
"I need someone who can identify where we're extracting value instead of generating it."
HOW THIS WORKS
Use the scheduler below to schedule an initial consultation
We discuss your needs and assess if I have current availability to serve you
If there's a fit, I provide an engagement structure (interim or project-based) within 24 hours
I work with a limited number of families and businesses to ensure direct oversight and availability
Neutral authority requires focused attention.
I don't scale extraction - I serve to expand capacity.
Jacksonville Metro | Serving the Southeastern United States
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