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We provide clarity and perspective, empowering business owners to tackle complex transition, and generational planning decisions that impact their business, family and the continuity of their wealth for future generations.
Our clients value our facilitated approach and expertise to guide them through a process that takes the complex and makes it simple.
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By leading with purpose and values, we focus on business transitions and generational planning that starts with family harmony in achieving your vision for the future.
OUR DISCOVERY PROCESS
At the heart of our work is our discovery process. Starting with the individual, our team asks curious and courageous questions to do a deep dive into each person’s lived experience, perspectives, future vision, strengths and challenges from the big picture perspective of the family enterprise– Business, Ownership, Family & Generational Wealth. ​
By investing in a deep discovery, we can help you and your family be more pro-active about the future as well as anticipate and plan for potential surprises that can surface down the line, interrupting your plans. Our discovery process results in a summary of what we learned, as well as recommendations to prepare the family enterprise for success in achieving its vision.
BUSINESS
GENERATIONAL WEALTH
OWNERSHIP
FAMILY
WHAT WE DO
Business Vision & Transition
We take a long-term approach to business transition, focused on growth & accelerating value to enhance your exit options. Whether it's to family, private equity or a third party, we build a transition roadmap that starts with your vision
of the future.
Ownership Structures, Decision Making & Agreements
We work with you & your
partners to facilitate discussions on the future of your business. We coordinate your professional team to put tax efficient & effective structures & agreements in place to support your growth vision & protect from the "5 D's".
(disability, disagreement, death,
departure or divorce.)
Family Harmony, Individual Communication & Pathfinding
We work with the entire family system to create shared vision, values and expectations that support healthy relationships, continuity of wealth & family legacy. We do this through family meetings, retreats, coaching and family governance.
Generational Wealth Planning
Through processes & systems that create vision alignment for your estate, we work with you & your successors to effectively transfer & manage your family's financial & non-financial wealth, tax efficiently & with a multi-generational view.
PLANNING
Using our 4 Circle Discovery, we work with families and business owners to create a comprehensive transition and growth plan that everyone can be excited about.
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We also develop a comprehensive plan to transfer your non-financial assets, such as your intellectual, relational, human and spiritual capital that have helped you become the successful person you are today.
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We then provide ongoing support and services such as our Family CEO service, family governance facilitation, retreats and coaching, education and financial literacy.
MEET THE TEAM
Elizabeth Teleki, MA, CEPA
President
PARK PLACE ADVISORY​
Dave McLeod
Business Advisor
PARK PLACE ADVISORY
Darrell Wade, FEA
Partner
PPF GROUP
Tiffany Jacobs
Executive Assistant to Darrell Wade
PPF GROUP
Mike D'Alessandro, CFP
Managing Partner
PPF GROUP
Candace Cleary
Executive Assistant to Mike D'Alessandro
PPF GROUP
We ensure our team members are continuously developing their skill sets and receive third-party credentialing to support their work.
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The family who learns together, stays together and our approach is to create the systems and processes to provide a foundation for strong family legacies that are preserved for generations.