We take joy in serving the needs of
our Clients and Advisors through:
FamilyCare™ Group
Traditional Business, Estate, & Elder Law Planning, Succession, and Litigation
FamilyCounselor™ Group
Wealth Protection & Transfer Strategies for Business Owners and Families with assets between $15 and $75 million
FamilyGovernance™ Group
Supporting Family Offices, Trust Companies, and Fiduciaries who help Businesses and Families with assets exceeding $75 million
Wealth Advisor Partnering Program
Assisting Attorneys, Accountants, and Consultants with Particular Client Cases through Collaborative Planning and Implementation