Our clients range from individuals wanting to provide for future generations to charities looking to setup Pooled Income Funds to professionals looking for advice on a particular client matter. We serve a variety of clients all over the United States.
Whether our client is a charity or a professional, our work revolves around the high-net-worth individuals and their families.
Major charities across the nation regularly consult with us on specific donor gifts and how the organization can enhance its planned giving program.
Because our area is so specialized, other professionals often come to us for speaking engagements, assistance and advice.
Sometimes it is hard to know when to call the professionals. We have found that individuals often have the greatest need for our services when they are going through, or about to go through, a significant life event (see our abridged list below). Don't miss out on an opportunity because you failed to recognize it!