You’d benefit greatly by scheduling and showing up ready to take action at our Family Wealth Planning Session™.
At the Family Wealth Planning Session™ our attorney examines the effect of your family dynamics and asset ownership to Diagnose the health of your family Legacy based on current tax, guardianship, and estate laws. At the end of the session, families receive a family wealth prescription for optimal family Wealth and Legacy that we call the Family Wealth and Legacy Plan™.
Because we are professional advisors who work closely with our client’s confidential and sensitive information. We only work with business owners and families who are serious about taking action that will protect their legacy. The firm only accepts a limited number of clients a month for these in-depth sessions.