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Second
Opinion Service

For Friends, Family, and Associates of our Valued Clients

Interchange Capital Partners aims to fulfill your aspirations and dreams, for your family, your business, and your legacy. We created our Second Opinion Service to share the knowledge, service, and guidance our clients have come to expect exclusively with their friends and colleagues in a confidential and discretionary manner.

Schedule Your Discovery Meeting Today

Helping Family-Owned Businesses
Find Clarity Amid the Complexity

Business Meeting of Two Men Walking in the Hall

Our mission is to guide our client families through the 4 interchanges, adeptly navigating the known and the unknown, to safeguard and grow family capital—all so they can experience bigger futures with harmony, structure, and success.

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Business Consulting &
Family Advisory

  • Valuation and Business Worth

  • Business Growth and Scale

  • Entity Structure and Ownership

  • Role Optimization

  • Conflict Resolution

  • Bridging Gaps Between Performance and Distribution

  • Setting a Future Vision

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Family Office & Private Wealth

  • Tax Efficiency

  • Wealth Protection

  • Legacy and Estate Planning

  • Spend, Live, Give™

  • Concierge Services

  • Conflict Resolution

  • Family Governance

  • International Business

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Liquidity Solutions

  • New Sources of Liquidity

  • Asset Location

  • Family Responsibilities and Distributions

  • Succession Planning

  • Defiant Interchange

Our Collaborative Process

We approach each new engagement with a collaborative process. This allows us to have an open dialogue in which we learn about each stakeholder’s plans, values, obstacles, and opportunities while working with you to tailor a plan to help meet them while supporting you, your business, and your family.

During the first 90 days, Interchange focuses on getting the utmost clarity on your business and family needs. The next 30 days are centered on understanding the strategies you need, and the remaining 60 are spent building and executing action plans that position you toward success.

To learn more, set up a consulting session today.

Schedule Your Discovery Meeting Today

Some of the deliverables we offer include:

Market Analysis

A consolidated family balance sheet

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A collective family and business vision for the future

Coworkers plan work

A digital family office operating platform

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Initial liquidity analysis

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Business valuation

Calculation

Tax evaluation

Meeting Room Business

90-day sprint priorities

Friendly Conversation

Enhanced Spend, Live, Give™ goals, liquidity, and cash flow analysis

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