Alan J Corey Glassman, Vice President, draws from a wealth of his own family-business experience to deliver for his clients. The result is an attention to what matters most: sound investment analysis, strategic solutions and agile advisory. Alan provides investment and business advice to entrepreneurs, family businesses and family groups internationally. He also serves on a number of advisory boards providing advice to charitable organizations and small businesses. His approach is holistic. He understands the importance of balancing his clients’ business goals and objectives with their need to create a successful path for the generations who will follow in their footsteps. To this end, it