Who We Serve
Who We Serve As Fiduciaries
- Individuals & families who require someone other than a family member/spouse/beneficiary to manage trust assets
- Elder adults who wish to use a third party to manage homecare/healthcare needs/cash flows/retirement home contracts/intergenerational wealth planning
- Entrepreneurs anticipating significant liquidity events who require business succession planning & total asset management
- Companies who require a trustee/fiduciary managing retirement plan assets
- Labor Unions who require a trustee/fiduciary managing plan assets
Current Initiatives
- The audit, valuation, management, and ultimate settlement of a $15 million estate, managing litigation in three courts, on Client’s behalf.
Who We Serve As Fiduciaries
