Our Clients

  • 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
  • Committed to helping community through charitable or civic organizations
  • Well respected by employees and the community
  • Wants to complete or update an integrated financial and estate plan and/or strategic giving plan
  • Wants to provide innovative benefit planning to hire and retain key executive staff
  • Wants to complete integrated business succession and exit planning
  • Respects and utilizes advisors
  • Open to new ideas
  • Willing to take the time to plan
  • Honest about feelings and concerns
  • Able to make important decisions affecting family and estate planning