Practical support for families during life's hardest moments.
We provide dedicated, in-person support for individuals and families after a loss, divorce, health crisis, and other periods of complexity. We coordinate advisors, handle logistics, and make sure nothing falls through the cracks when life feels overwhelming.
OUR ROLE
The “Second Chair”.
In an orchestra, the Second Chair supports the lead player by listening closely, reinforcing the performance, and stepping forward when needed.
In law, the Second Chair helps ensure nothing is missed, keeping the work organized and on track behind the scenes.
We play the same role for individuals and families navigating difficult times, providing trusted support, advocacy, and follow-through while respecting independence and dignity.
WHEN TO CALL
We may be a fit if…
Whether the result of a single event or the accumulation of many, you may recognize one or more of these situations:
A spouse has passed away
… leaving someone to manage both grief and everything that comes next.
Divorce, serious illness, or other disorienting life changes
… are making life harder while important responsibilities pile up.
Family members are stretched thin
… and feel both overwhelmed and that they aren’t doing enough.
You're helping your parent(s)
… but have a full plate or don't live nearby.
Advisors and others are doing good work
… but no one is coordinating.
You're worried about a loved one
… and concerned that important matters may be falling through the cracks.
If one or more of these situations feels familiar, a conversation may be a good place to start.
OUR FOCUS
Practical support focused on coordination and follow through.
We work alongside your existing advisors and support teams: financial, legal, healthcare, home, and others. We ensure the right support is in place, coordinated, and aligned with your needs.
01
We manage details
We coordinate logistics, paperwork, and ensure follow through.
02
We provide clarity
We help you understand what needs attention, what can wait, and what comes next.
03
We build confidence
We support you with tools and systems to handle day-to-day life more easily.
04
We keep things on track
We check in regularly, so nothing is missed or left unresolved.
05
We help rebuild connection
We help you gradually re-engage with life and the people who matter, at your own pace.
06
We stay aligned
We communicate regularly so families stay informed and current on what is happening with their loved one.
ENGAGEMENT
How we work with families.
Complimentary consultation
01
We begin with a confidential conversation to understand what you are navigating.
One-month discovery period
02
We’ll spend as much time as possible working in person to assess needs, build connection, and confirm fit. We’ll tackle immediate priorities and create a roadmap with refined pricing.
Ongoing support
03
As we work together on the roadmap, we continue to spend as much time as possible working in person to maximize impact, deepen connection, and build independence.
Attuned and flexible
04
As goals are achieved and priorities change, the roadmap evolves.
Regular communication
05
We share progress and any challenges, so families remain aligned and confident matters are being handled professionally.
IN THEIR WORDS
Judgement, trust, and follow through.
Here’s what people have said about the Founder’s advisory work with families over the years:
“
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I've worked closely with Terry for over a decade. We've made terrific progress together over this time. He brings wisdom, clarity, and calm when it's needed most. He sees the big picture while making sure nothing important falls through the cracks. He has a way of quietly organizing what needs to happen and keeping things moving without adding pressure. Over time, he's earned the trust of our whole family and has taken the time to connect with them, which has made a real difference.
Bill F./Investor, Entrepreneur & Business Owner -
Terry and I have worked together since 2017, when he became my client advisor at Prime Quadrant. I came to trust his judgment early on as he is thoughtful, practical, and steady. His advice has always been focused squarely on what's in my best interest. He takes the time to understand context and helps you see things clearly so decisions can be made and executed with confidence. It's rare to find someone who combines that level of capability with genuine care for the people involved.
Cliff R./Investor, Lawyer, Real Estate Owner/Operator -
We’ve had the pleasure of working closely with Terry for nearly ten years, and over that time he has become far more than an advisor - he has been a trusted partner. Terry brings a thoughtful balance of strategic perspective and practical insight, helping us navigate important investment decisions with clarity and confidence. As a couple with different styles and approaches, we have especially valued his calm manner, flexibility and ability to guide open, honest conversations in a constructive and respectful way. Over the years, what began as a professional relationship has evolved into one built on deep trust, mutual respect and genuine friendship. We continue to value Terry’s wisdom, integrity and steady guidance.
S&M R./Investors, Social Entrepreneur & Lawyer -
I've worked closely with Terry for over a decade across complex, sensitive, and evolving client situations. What distinguishes him is how consistently he shows up in moments that are difficult or uncertain: thoughtful, measured, and reliable, with a clear focus on what is best for the client and on ensuring nothing important is missed. He navigates complexity with patience and humanity, bringing clarity without oversimplifying, and staying engaged to ensure things move forward. In situations where others might rush, Terry takes the time to understand context. Families come to trust him not because of any single moment, but because of how consistently he shows up over time.
Mo Lidsky/Chairman & CEO, Prime Quadrant
BEGIN
Start with a confidential conversation
No obligation - only an opportunity to share and explore whether we can help.