Your Family’s Journey.
Our Purpose.
Your Life. Your Legacy. Our Support.
Clarity for the Journey
We simplify the complex so you can focus on what matters most.
One Trusted Guide
We become your central point of contact – no more juggling advisors.
Independent Advice
No hidden agendas, just what’s best for your family.
Tailored Strategies
Every solution is built around your unique story because no two families are the same.
Collaborative Expertise
We collaborate with your team – and bring in experts when needed.
Life Complexity
Management Services
- Consolidated Net Worth Reporting
- Managing Complex Legal Structures
- Cash Flow Reporting and Management
- Tax Planning and Coordination
- Trust and Foundation Support and Advisory
- Financial Planning and Projections
- Investment Performance Benchmarking
- Investment and Acquisition Review
- Investment Support
- Financial Process Review
- Philanthropic Strategy
Clarity and Confidence
You experience clarity when you always know where you stand. By providing timely, reliable information through clear, up‑to‑date reporting you can make decisions with confidence.
Tailored Insights and Complete Oversight
Your situation is complex and entirely your own. From the start, we take the time to understand your full picture – financial, personal, and professional as well as you do. You experience the benefit of coordinated oversight that brings structure to complexity. Together with you and your advisors, we translate insight into action, manage the details, meet deadlines, and ensure accountability – so you don’t have to chase answers or worry about what might be missed.
Confidence When the Unexpected Happens
Life doesn’t always go according to plan. When unexpected challenges arise, you have a team that stays calm, curious, and focused on solutions. We navigate unfamiliar situations, bring in the right expertise when needed, and stay with you until the issue is fully resolved – so you feel supported, no matter what comes your way.
A Team That Feels Like Your Own
With Viridian, you’re never managing complexity alone. You gain access to a coordinated team that works seamlessly on your behalf, assigning the right people to the right tasks. We handle the details behind the scenes, so your experience is simple and responsive. We sweat the small stuff so you don’t have to.
SERVICES
- Consolidated Net Worth Reporting
- Managing Complex Legal Structures
- Cash Flow Reporting and Management
- Tax Planning and Coordination
- Trust and Foundation Support and Advisory
- Financial Planning and Projections
- Investment Performance Benchmarking
- Investment and Acquisition Review
- Investment Support
- Financial Process Review
- Philanthropic Strategy
BENEFITS
Clarity and Confidence
You experience clarity when you always know where you stand. By providing timely, reliable information through clear, up‑to‑date reporting you can make decisions with confidence.
Tailored Insights and Complete Oversight
Your situation is complex and entirely your own. From the start, we take the time to understand your full picture – financial, personal, and professional as well as you do. You experience the benefit of coordinated oversight that brings structure to complexity. Together with you and your advisors, we translate insight into action, manage the details, meet deadlines, and ensure accountability – so you don’t have to chase answers or worry about what might be missed.
Confidence When the Unexpected Happens
Life doesn’t always go according to plan. When unexpected challenges arise, you have a team that stays calm, curious, and focused on solutions. We navigate unfamiliar situations, bring in the right expertise when needed, and stay with you until the issue is fully resolved – so you feel supported, no matter what comes your way.
A Team That Feels Like Your Own
With Viridian, you’re never managing complexity alone. You gain access to a coordinated team that works seamlessly on your behalf, assigning the right people to the right tasks. We handle the details behind the scenes, so your experience is simple and responsive. We sweat the small stuff so you don’t have to.
You’re Building a Legacy – We Help You Protect It
Managing family wealth is about more than numbers – it’s about preserving values, shaping vision, and creating lasting impact. Viridian delivers strategic guidance that goes beyond traditional financial management, helping you make decisions anchored in what matters most.
In a complex financial landscape, clarity is essential. Our team simplifies your complexity so you can make confident, informed decisions aligned with your family’s goals.
You’re not just managing wealth – you’re shaping the future. We help you do it with clarity, purpose, and confidence.
Fractional
Human Resources
- Recruitment and Talent Acquisition
- Policy Review and Development
» Best Practices or built from scratch - DiSC Assessments
» Improving family and staff dynamics and increasing self-awareness - Fractional Human Resources Advisory
» Scalable expertise across seniority levels - Performance Coaching and Assessments
- Compensation and Total Rewards Strategy
- Benefits and Retirement Plan Administration
- Employee Relations and Engagement
- Payroll Management
- Engagement Surveys
Focus on Business Growth While We Manage Your Human Resources Strategy
Free up leadership capacity by delegating hiring, compliance, and people operations to an experienced Human Resources partner.
Develop High-Performing Teams
Strengthen recruiting, onboarding, and performance management to build a capable, engaged workforce.
Improve Family Communication
Facilitate clearer expectations, healthier dialogue, and better alignment among family members involved in the business.
Align People Practices with Your Family’s Purpose and Goals
Flexible, Cost-Effective Human Resources Expertise
Enhanced Team Dynamics and Family Harmony
Address sensitive personnel issues proactively, creating a more collaborative and stable environment.
SERVICES
- Recruitment and Talent Acquisition
- Policy Review and Development
» Best Practices or built from scratch - DiSC Assessments
» Improving family and staff dynamics and increasing self-awareness - Fractional Human Resources Advisory
» Scalable expertise across seniority levels - Performance Coaching and Assessments
- Compensation and Total Rewards Strategy
- Benefits and Retirement Plan Administration
- Employee Relations and Engagement
- Payroll Management
- Engagement Surveys
BENEFITS
Focus on Business Growth While We Manage Your Human Resources Strategy
Free up leadership capacity by delegating hiring, compliance, and people operations to an experienced Human Resources partner.
Develop High-Performing Teams
Strengthen recruiting, onboarding, and performance management to build a capable, engaged workforce.
Improve Family Communication
Facilitate clearer expectations, healthier dialogue, and better alignment among family members involved in the business.
Align People Practices with Your Family’s Purpose and Goals
Flexible, Cost-Effective Human Resources Expertise
Enhanced Team Dynamics and Family Harmony
Address sensitive personnel issues proactively, creating a more collaborative and stable environment.
Your People. Our Priority.
Managing people is essential but often challenging for families and family-run enterprises. Our fractional Human Resources service gives you on-demand access to experienced Human Resources professionals – delivering strategic guidance and hands-on support without the cost or commitment of a full-time hire.
From recruiting and compliance to performance management and culture-building, we tailor our approach to your goals and day-to-day realities. You gain a trusted Human Resources partner who helps you manage your team with confidence, so you can focus on your family, your business, and the legacy you are building.
Family Governance
Services
SERVICES
- Succession and Continuity Planning
» Next Gen Education and Engagement
» Multi-Generational Planning - Trust Oversight and Administration
- Facilitation of Board and Family Meetings
- Decision Making Best Practices
- Family Constitution Development
- Advisory Support for Philanthropic Clients
BENEFITS
Succession and Continuity Planning
Ensure smooth leadership transitions, preserving institutional knowledge and minimizing disruption to both business operations and family dynamics. Next-generation education and engagement initiatives prepare future leaders through tailored learning and mentorship, building confidence and long-term stewardship.
Trust Oversight and Administration
Ensure transparency, fair asset management, and alignment with legal obligations – reducing complexity and safeguarding long-term interests.
Facilitated Board and Family Meetings
Align priorities by fostering structured, transparent discussions and documenting key decisions. They also create a neutral space for open dialogue, reducing conflict and encouraging collaboration.
Decision Making Best Practices
Align family goals with business strategy, offering expert insight and enhancing adaptability. By introducing clear decision-making frameworks and supporting multi-generational visioning, families are better equipped to navigate change, preserve legacy, and plan for the future together.
- Succession and Continuity Planning
» Next Gen Education and Engagement
» Multi-Generational Planning - Trust Oversight and Administration
- Facilitation of Board and Family Meetings
- Decision Making Best Practices
- Family Constitution Development
- Advisory Support for Philanthropic Clients
Succession and Continuity Planning
Ensure smooth leadership transitions, preserving institutional knowledge and minimizing disruption to both business operations and family dynamics. Next-generation education and engagement initiatives prepare future leaders through tailored learning and mentorship, building confidence and long-term stewardship.
Trust Oversight and Administration
Ensure transparency, fair asset management, and alignment with legal obligations – reducing complexity and safeguarding long-term interests.
Facilitated Board and Family Meetings
Align priorities by fostering structured, transparent discussions and documenting key decisions. They also create a neutral space for open dialogue, reducing conflict and encouraging collaboration.
Decision Making Best Practices
Align family goals with business strategy, offering expert insight and enhancing adaptability. By introducing clear decision-making frameworks and supporting multi-generational visioning, families are better equipped to navigate change, preserve legacy, and plan for the future together.
Structured Governance to Align Family,
Business, and Legacy
We help families navigate transitions with clarity and continuity through succession planning, leadership transition support, and trust oversight and administration. Our role is to align people, responsibilities, and timelines so ownership and leadership move forward together.
We also partner with leading experts in governance to ensure best practice support.
Executive Support
Services
When you partner with Viridian, you’re not just getting services, you’re gaining a dedicated team that truly understands your world.
- Personal, Executive, and Paralegal Support
- Corporate Filings and Minute Book Maintenance
- Commissioner for Oaths Services
- Event Planning
- Ad Hoc Project Management
Experience Peace of Mind
With dedicated professionals managing daily operations, you enjoy a seamless experience where everything works quietly and efficiently behind the scenes.
Continuity with Less Operational Risk
Built-in coverage and standardized processes prevent disruption from turnover, transitions, vacations, and single-resource dependency.
Bespoke Support
Access to dedicated, part-time, or shared resources allow administrative support to be tailored and scaled to your evolving needs.
Reclaim Time for High-Value Leadership
As routine administration is handled, your time is freed to focus on the people, pursuits, and decisions that matter most to you.
SERVICES
When you partner with Viridian, you’re not just getting services, you’re gaining a dedicated team that truly understands your world.
- Personal, Executive, and Paralegal Support
- Corporate Filings and Minute Book Maintenance
- Commissioner for Oaths Services
- Event Planning
- Ad Hoc Project Management
BENEFITS
Experience Peace of Mind
With dedicated professionals managing daily operations, you enjoy a seamless experience where everything works quietly and efficiently behind the scenes.
Continuity with Less Operational Risk
Built-in coverage and standardized processes prevent disruption from turnover, transitions, vacations, and single-resource dependency.
Bespoke Support
Access to dedicated, part-time, or shared resources allow administrative support to be tailored and scaled to your evolving needs.
Reclaim Time for High-Value Leadership
As routine administration is handled, your time is freed to focus on the people, pursuits, and decisions that matter most to you.
Support That Feels Personal – Because It Is
Gain access to our dedicated team who will provide tailored and experienced support that draws upon our deep understanding of the clients we serve.
Our services are customized to your needs, executed with discretion and confidentiality, and safeguarded using leading-edge technology and infrastructure.
With great care, we ignite, connect, and elevate enterprising families.
Deeper Relationships Built on Care
Every journey begins with a story. We take the time to deeply understand yours – your values, your goals, and what truly matters. This connection is the foundation of everything we do.
Collaborative Solutions That Reflect Your Vision
We collaborate with your existing advisors and bring together the right people, perspectives, and expertise to co-create strategies that reflect your family’s unique vision.
Integrity in Every Interaction
You can count on us to be transparent, accountable, and aligned with your best interests – always.
Curiosity That Drives Innovation
We’re always learning, evolving, and exploring new ideas to help you navigate what’s next.