Our Clients

Our clients share the following characteristics...

  • Net worth of $1,000,000 or greater
  • Owner of a closely held business
  • Has children or key employees to succeed them
  • Cares intensely about family relationships (both in and out of business)
  • Business is in strong financial condition
  • Business is growth oriented
  • High integrity and well respected by employees and community
  • Prioritizes reduction of taxes and asset protection
  • Respects long term relationships
  • Respects and counts on advisors
  • Has a vision of the future for his or her business and/or personal life