Broker Check

Foundational Mission

At our firm, we have the client—and only the client—in mind.  It is why we no longer work for a large corporate firm.

Our mission is to help families preserve and protect its most valued asset -- itself. As times have changed, what it means to be, and stay, a family has also changed.  Blended families are very common presently both in our culture and in our practice.  Likewise, upwardly mobile professionals have even less time today to focus on family, much less the family's assets.  And over a fourth of our client base consists of a widow(er) overseeing the family's assets, while also trying to begin their life again.

We understand and embrace the challenges families face today.

All of our energy, commitment, and efforts are focused on the family and successfully transitioning its heritage and values, along with any assets, to the next generation.