FAQs

While successful family business owners and retirees are prime candidates, affluent individuals and families who are interested in developing optimum strategies for efficiency, wealth building and legacy planning also qualify as prime candidates. We have experience in these areas

It is a statement we take very seriously because it literally defines our process of involving CPAs, attorneys and our firm’s investment professionals in a concerted effort intended to achieve the unique goals of each family

We provide a collaborative and an integrated approach with many family clients. Each family receives customized and specific attention to their tax, estate and investment matters as well as additional services as required.