Our Values
- Integrity and Honesty
- Personal Responsibility
- Respect
- Accountability
- Relationships Matter
- Timely responsiveness
Our Market
Our clients include financial advisers, family offices, lawyers and charitable organizations. The main thing they all have in common is that they all offer estate planning services to their most valued clients. Our primary focus is estate planning for seniors with net worths starting at about $10 million. We do upon occasion offer support for families with smaller net worths and we are very comfortable working on cases in the healthy 9-figure range.