Having significant wealth brings unique needs associated with the accumulation, management, and distribution of your financial capital. Legacy planning is a process, and we begin by focusing on what you value rather than simply the value of what you own. While legal documents and financial statements are a necessary part of the planning process, they are not where we begin.
We take the time to get to know you and understand what you want to accomplish from your planning process. We get to learn more about what you value and what securing your legacy means to you. At the same time, you get to know who we are, what we do, how we do it and whether we might be a good fit for you.
