Our Clients

Our clients share the following characteristics...

Family

  • Strong family commitment and values

  • A high level of integrity

  • Respect long-term relationships

  • Prioritize family legacy and harmony among members

  • 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 their employees and the community

Planning

  • Is an affluent individual or family who wants to complete or update an integrated financial and estate plan and/or strategic giving plan

  • Is a business client who wants to provide innovative benefit planning to hire and retain key executive staff or complete integrated business planning

  • Respects and utilizes advisors and is open to new ideas

  • Is willing to take the time to plan and is honest about their feelings and concerns

  • Is able to make important decisions effecting family and estate planning