WE HELP YOU
Take Care of Your Heirs
Your wealth should go where you want it to go—and your wishes should be clear when the time comes.
When you're gone, where do you want your wealth to go?
You've spent your life building your wealth.
Eventually, someone else will be responsible for it.
The question is: Who?
In Fred's words, you generally have three choices: your family and friends, charities, or the government.
We believe you should have a thoughtful plan for what happens next.
Your wishes should be more than a document in a drawer.
Estate planning isn't something you do once and forget about.
Your family changes. Your wealth changes. Tax laws change. Your priorities change.
And yet, many high-net-worth individuals haven't reviewed their estate plans in years—sometimes decades.
We don't want that to happen on our watch.
We work collaboratively with you and your private-client estate planning attorneys to help ensure your financial strategy and your estate plan are working toward the same goals.
That may include helping coordinate strategies involving:
Wills and trusts
Charitable giving
Donor-advised funds
Life insurance
Other wealth transfer strategies
The ongoing organization and coordination of your financial affairs
Your wealth should reflect your wishes.
Our role isn't to replace your estate attorney.
It's to help you stay engaged in the process, bring the right questions to the table, and make sure your investment and wealth strategy supports the legacy you want to leave.
Because transferring wealth successfully isn't just about what you leave behind.
It's about who receives it, how they receive it, and whether your wishes are carried out.
You've worked hard to build your wealth. Let's be intentional about where it goes next.
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We have no minimum portfolio size. We serve clients from $500K to $25 million plus.
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We earn a modest FLAT FIXED FEE capped at $5,000/year…paid quarterly at $1,250/quarter. The first quarter is FREE, no charge to YOU our client. Our fees are totally transparent and a fraction of both the typical financial advisor and the value we provide. This is the first area where we can typically reduce our clients’ fees.
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Yes! We are so confident in the added value we can bring YOU that we wave our first quarterly fee so we can start COLLABORATING together now at no charge to YOU. The sooner we start working with you, the sooner we can be building the imperative bond of trust that comes from collaborating as a team.