We coordinate with your investment advisors, insurance agents, and family office to insure that your portfolio and your legal documents serve the same end. We serve as family counselor – listening to your concerns, helping you focus on solutions, and facilitating constructive conversation among family members.
- Investment Strategy, Review & Coordination
- Wealth Distribution
- Life Insurance Planning
- Intra-Family Transactions
- Wealth & Asset Protection
- “Special Asset” Planning
- Multigenerational Education & Counseling