ADVANCED PLANNING FOR THE
HIGH NET WORTH CLIENT
We serve business owners and high net worth individuals and families with wealth in excess of $25M.
These clients have unique needs and problems that require creative and thoughtful (and sometimes complex) solutions.
We provide these services in collaboration with planning professionals including:
Estate Planning Attorneys
Registered Investment Advisory Firms
Business Planning Attorneys
Business Exit Planners
We follow a tried and true process to achieve significant results.
Learn more about our process.