Our Clients
Our clients share the following characteristics...
- Net worth of $10,000,000 or greater; No maximum
- Owner of a closely held business
- Has children or key employees to succeed them
- Cares intensely about family relationships (both in and out of business)
- Business is in strong financial condition
- Business is growth oriented
- High integrity and well respected by employees and community
- Prioritizes reduction of taxes and asset protection
- Respects long term relationships
- Respects and counts on advisors
- Has a vision of the future for his or her business and/or personal life