Brandon specializes in family dynamics around multi-generational wealth and is well versed in advising clients on how to use their financial assets to help make a positive societal impact, whether through investments or philanthropy. This can include facilitating an exit from a company, a transfer of wealth, or preparedness for the next generation. He endeavors to help his clients live abundant life with intention. For him, an intentional way of life includes knowing personal goals as well as acknowledging what it will take to reach them, and then doing the work.