Our executive clients are smart and extremely busy, both at work and at play. Many of them simply appreciate the value of delegating to us, citing that we are likely to be better than they would be on their own.
Our clients range from successful consultants to CEO's.
Common Planning Topics:
Our business owners typically have the highest net worth of anyone we work with. In spite of their complex finances, our clients still live relatively simple lives focused on their families.
We work with three types of business owners.
Similar to executives and business owners, doctors often have complex finances and especially little time.
As their world has been changing, we help them evaluate their options.
Some people have money, but their neighbors would never know it. They are typically frugal with their spending, and save a large portion of their income.
We have some wonderful relationships with people like this, and have tremendous respect for their discipline.
Many of our clients are those who have been thrust into the position of trustee, executor, and heir. They are facing complex administrative, emotional, financial decisions. It's a thankless responsibility that many have to face alone.
Those that team with us have appreciated the reduced stress from working with our team as we: