Reasons to do Business with Us

While there are many ways in which we distinguish our expert services from the competition, we feel the following non-exhaustive list will prove our case. We understand that a sudden onslaught of wealth brings unwanted advice from a plethora of greedy sources...some personal and some professional. We rise above the fray and are here to make sense of a very complicated transition in lifestyle. Rest assured, our vast experience in dealing with legal, financial, and personal needs and goals will be at your disposal.

 

 
Us
Broker
Insurance Agent
Attorney
Experience with High Wealth Clients
 
 
 
 
Basic Legal Estate Planning
 
 
 
 
Advanced Legal Estate Planning
 
 
 
 
Charitable Giving Techniques
 
 
 
 
Dynasty & Family Perpetuity Planning
 
 
 
 
Estate Tax Minimization
 
 
 
 
Income Tax Minimization
 
 
 
 
General Investment Planning
 
 
 
 
Low-Risk Investment Planning
 
 
 
 
Guaranteed Income Planning
 
 
 
 
Wealth Transfer Plan Structues
 
 
 
 
Real Estate & Business Entity Experience
 
 
 
 
Multi-Jurisdictional Planning Strategies
 
 
 
 
Complex Gifting Plans
 
 
 
 
Asset Protection and Liability Minimization
 
 
 
 

  Yes   No   Possibly