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 "It was my great pleasure to be Malcolm's mentor under the auspices of the Family Firm Institute, and to work along side him in service to a complex family in business.. Malcolm has a comprehensive intellect that allows him to understand his clients both financially as well as psychologically. He is more than a money manager - he is a legacy crafter that is able to weave life plans and sustainable intergenerational wealth from the tangible and intangible assets of his clients. I hope that I am blessed with the opportunity to collaborate with him again. " -  July 22, 2009

Joe Paul MS - Fellow of the Family Firm Institute,  Aspen Business Family Consultants

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 “I have worked with Malcolm when we were both engaged as consultants with the same clients who were owners of small to mid-sized enterprises. I personally observed him going the extra mile with his clients to help them resolve very difficult and complex financial issues and family issues. We have worked with several clients of family owned companies. Malcolm's professional skills as a financial planner and strategist are complimented by his keen capacity to help families resolve corporate partnership and succession issues that are interwoven with family dynamics. He has a rare and refined set of skills that I have observed leading to very positive financial and personal outcomes for his clients. There isn't a financial planner and family business consultant I could recommend higher than Malcolm. He has also assembled a team of professionals and network of the best legal and business associates that have benefitted his clients. He has also created a full service integrated software program that enables all of the various professionals (lawyers, accountants, consultants) involved in a project to share critical information in order to help their clients.”      July 11, 2009