Our Clients Share the Following Characteristics...


  • Is a business owner who wants to complete integrated business planning and/or provide innovative benefit planning to hire and retain key executive staff
  • Is an affluent individual or family who wants to complete or update an integrated estate and financial plan and/or strategic giving plan
  • Respects and utilizes advisors and is open to new ideas
  • Is willing to take the time to plan and is open about their objectives and concerns
  • Is able to make key decisions affecting business and planning


  • Strong family commitment
  • High level of integrity
  • Respects long-term relationships
  • Prioritizes family legacy and harmony among family members


  • Is committed to helping the community through charitable and/or civic organizations
  • Is well respected by employees and in the community