ABOUT US
Building lasting legacies for family enterprises
OUR MISSION
Empowering generations with purpose and prosperity
Our mission is to empower family businesses to thrive across generations by aligning purpose with prosperity. We provide strategic guidance in areas like governance, succession planning, and sustainable growth, all tailored to honor each family’s unique vision and values. At Rubra, we’re committed to building resilient foundations that not only secure today’s success but also create lasting impact for future generations.
18+
Realized Projects
28
Awesome Clients
320+
Ongoing Projects
10+
Trusted Partners
WHY CHOOSE US
Your trusted partners in family business success
At Rubra, we understand the unique complexities and values that drive family-owned businesses. With deep expertise in family governance, legacy planning, and business growth, we offer more than just advice—we become your partners in building a resilient and prosperous future. Our approach is tailored to each family’s vision, fostering sustainable success, unity, and clear direction across generations. Trust Rubra to guide your family enterprise through today’s challenges while creating a lasting foundation for tomorrow.
Mike Schmitt
Founder and CEO
OUR TEAM
Your trusted partners in legacy and success
Our team combines diverse expertise across family governance, wealth management, and business strategy to deliver holistic solutions tailored to your family’s unique needs. We work closely with your trusted advisors to ensure seamless coordination, providing unified support that helps you achieve both financial success and lasting family harmony.
Mike Schmitt
President & Founder
Josh Kellman
Senior Advisor - Technology and Development
Greg Assaf
Managing Director - Team DevelopmentNEWSLETTER