Client Profile

For over a quarter century we have provided asset protection, estate and business planning for a myriad of clients. While their professions and background vary widely, our client base is unified by a genuine concern for comprehensive estate planning for their families and preservation of their accumulated wealth through advanced and legitimate solutions.

Many of our clients are millionaires, with some of the larger estates being in the nine figure range, but life is not all work and no play as many clients have their own private jets, planes, Bentleys, Ferraris, collector and race cars, championship horses, AKC show dogs, and yachts, as well as a lifestyle that is special enough to preserve through proper planning for themselves and their loved ones.

The common factor among all of our clients is an interest in family values and preserving family wealth. The same traits that have led to their success draw them to our firm.