Aligning wealth to family values. Our clients are typically business owners or families that have achieved financial success and have concerns about the long term impact of this success on their families and communities. Our unique perspective is one that focuses on their ability to continue to create wealth and address risk while maintaining family continuity. This requires an understanding of closely held businesses, the risk and opportunity associated with extensive real estate holdings, and the nuances associated with the transition of wealth to future generations. Our team embraces a collaborative model that welcomes other professional advisors to join in designing solutions for our mutual clients. Lots have tried to do this, most have failed. We believe it's a function of the right people in the right place, serving the right clients for the right reasons.