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