Our Clients

Our clients are goal-oriented and understand what they want to accomplish both from a personal and a business succession perspective. Our most successful clients include business owners, professionals, senior level corporate executives, and affluent individuals who all share the following characteristics...

Family

  • Strong family commitment and values
  • High level of integrity
  • Respects long-term relationships
  • Prioritizes family legacy and harmony among members
  • Has a vision of the future for business and personal life

Community

  • Is committed to helping the community through charity or civic organizations
  • Is well respected by the community

Planning

  • An individual or family, regardless of the level of affluence or complexity, who wants to complete or update an integrated financial and estate plan and/or strategic giving plan
  • Respects and utilizes advisors and is open to new ideas
  • Is willing to take the time to plan and is honest about expressing feelings and concerns