Our Firm



We coach people of substantial means


To decide and implement suitable strategies for success in


Business succession, wealth accumulation transfer and estate funding methods


That keeps control and wealth as they should be...


According to the owner's wishes and values.


Our best clients already have trusted advisors.  We aspire to work with the experts you already retain.  We operate in conjunction with you and your advisors to develop and facilitate one comprehensive, on-going plan to meet your business and personal financial goals.