The Decision

A Living Case Study

…will your family be ready for the decision of a lifetime?

“The Living Case Study gives families a unique opportunity to introduce objectivity to their own family situation.”
- Kathryn McCarthy, Independent Advisor


On the anniversary of the patriarch’s death, a shipping family gathers to launch a vessel in his honor – and finds itself torn between a commitment to renewing the family business and the attraction of a liquidity event that tests both the terms of the estate and the strength of family ties.  This story explores themes of loyalty and passion, and the complex interplay of legacy with generational succession and wealth transfer.

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Learn through experience: our Living Case Study pulls you inside a family wrestling with fateful decisions about wealth and purpose.

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