Getting Started

We would be delighted to have an initial phone call with you if you are interested in learning more about what we offer. Finding someone who is a good fit with your family is essential, and this initial call can give you a sense of whether we meet that criteria. We enjoy these conversations, and many people we talk with report that we are good thinking partners, regardless of whether they decide to move ahead with any work at the time.

The next step after an initial call is to meet in person to discuss your goals in greater depth and to think together about what a project might look like. After this meeting we would put together a customized proposal focused on how to meet your goals. We use a variety of project structures and approaches based on your family’s unique needs. We also have a wide network of consulting colleagues and experts that we can bring in as needed for specific parts of a project.

If you’d like to learn more, please give us a call or send an email at the address below. We look forward to talking with you.

Contact Information

1666 K Street NW
Suite 400
Washington, DC 20006
Ph: 202-333-1963

Barton Parrott

Ellen Perry