What makes our firm different is that we are here not just to create a set of documents you will likely never update or look at again, we are here to ensure your loved ones have someone to turn to when you are no longer here. And, to support you in planning for not just legacy (what you leave behind when you are gone), but for life as well.
We understand you are BUSY, you are growing, you desire a life of prosperity and you value ease, convenience and efficiency. You want to know you’ve made the best decisions for your family during your lifetime and that your family will be left with ease and aware of your love by how well you prepared.
You want to make sure your children would be taken care of in the best way possible and will be properly prepared to receive your wealth, when it is time.
That’s my focus too. We use unique systems to give you the same access to a Personal Family Lawyer as was previously only available to the ultra-wealthy, so you can have the guidance you need to build and maintain a life of prosperity and leave a legacy of Family Wealth.
Family Wealth is so much more than financial wealth. It really encompasses everything you care about even more than money: your values, insights, stories, experience — your intellectual, spiritual and human assets. As part of my Planning process, I guide you to consider and plan for those most often lost assets. It’s baked in.
We encourage communication with our clients. In fact, I’ve thrown out the time clocks so you never have to be afraid to call with a quick question (or even a not so quick question). Everything we do is billed on a flat-fee basis, agreed to in advance, so there are never any surprises.
The experience of considering your own death before and during your Planning Session, in the way we take you through the experience, offers a deeper and better experience of life afterwards.