Professional Offerings

TD&A provides services to family controlled enterprises that wish to strengthen their organizations while preserving the values and vision of the family. Our network of associates offers a wide range of professional services; we individually assess the needs of each client and determine which services will best meet the needs of a particular situation.

Our associates have expertise in diverse areas including the following:

Estate Planning | Business Valuation | Asset Management | Strategic Planning
Business Management | Human Resources | Compensation Structure |
Wealth Management | Investment Banking | Executive Coaching

Our services address issues in five areas: family, management, ownership, governance and executive coaching. Clients may engage TD&A for complete assessment services or choose a specific area on which to focus. CLick on the links below to learn more about each area.

Family

Ownership

Management

Governance

Executive Coaching