Business owners, physicians, executives, and their families, either still working or in retirement.
Frequent concerns and challenges might be:
Am I running my personal affairs the same way as my business?
Is there proper alignment between my personal and professional life?
When will I be able to exchange my current calendar for my ideal calendar?
What should I be doing now to deal with succession issues?
How can I use my money to benefit my children yet not ruin them in the process?
How can I make things “fair” for all family members?