Insights Squared Consulting Group (Insights²) is an advisory firm that offers Family Wealth Consulting to ultra-high-net-worth individuals, couples, multi-generational families, and the trusted advisors, family offices and institutions that serve them.  We expedite conversations that help clients gain new insights and perspectives about how to achieve their most important family wealth objectives.

Our areas of expertise include:

• The design and delivery of family wealth advisory programs for family offices and institutions.
• Professional coaching for advisors on how to address the multi-dimensional needs of their wealthiest clients.
• Leadership coaching for next generation wealth inheritors to support their individual development.
• Advising individuals, couples, and families on how to navigate wealth conversations, plan for family business transitions, foster wealth stewardship, and engage together in family philanthropy.

We are based in San Francisco and New York City and work with clients throughout the United States.

Insights² LLC does not provide legal, tax, financial or investment advice, or psychological services.