Our Clients
Our typical client is someone who wants to maintain his or her or their lifestyle, who wants to control his or her or their assets over a lifetime, and sometimes beyond, and who wants to arrange his or her or their affairs so that the transfer to the next generation is as simple and easy as possible. But clients come in all sorts of shapes and colors, each with a unique set of circumstances that demands individual attention from the very wealthy multi-millionaire to the person worrying about how to pay for nursing home expenses.
Although each client is different, some clients fall into a category where their situation dictates certain issues that need to be addressed. On our Services page are listed some of those categories and the planning issues frequently encountered in those situations.
Although each client is different, some clients fall into a category where their situation dictates certain issues that need to be addressed. On our Services page are listed some of those categories and the planning issues frequently encountered in those situations.