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