Ideal Client Profile

  • Successful business owners, executives, and professionals with significant net wealth.


  • Committed to their family and a desire to properly structure their business and estate plans so their families will be safe and secure.


  • Willing to take the time and to expend the effort to set up a personalized plan.


  • Honest about their feelings and concerns and want to share them with us.


  • Appreciate the value of working with experienced professionals.