How We are Structured to Serve You

How we are Uncommonly Structured to Serve You


Family & Private Client Group

  • Estate & Intergenerational Planning Strategies
  • Life Insurance & Wealth Management
  • Financial Strategies & Retirement Planning


Charitable Consulting Group

  • Family Foundation & Gifting Strategies
  • Planned Giving Services for the Non-Profit Community


 Entrepreneurial & Family Business Group

  • Business Succession Services
  • Executive, Employee and Group Benefits
  • 401(k) & Pension Management Plans