"For 35 years, I've helped families clarify estate plans, protect relationships, and navigate the complexities of passing a legacy to future generations."
Our Role in Collaboration
Our clients typically have a number of trusted financial advisors contributing valuable expertise to their estate plans.
These independent professionals will be able to better serve your needs when their collective efforts are guided by a comprehensive plan and coordinated by an estate planning “coach.”
As coach, our role is to provide valuable integration to estate and financial planning activities so that each of your financial professionals can provide maximum value in a coordinated process.
This collaboration directs all resources toward one goal:
TO ENSURE YOUR FAMILY VALUES AND VALUABLES ARE INVESTED, PROTECTED, AND PRESERVED.
How we work with our clients
Hear and understand family objectives, values, and goals
Evaluate current family plan; expose gaps and goal inconsistencies
Coach families on constructive communication and generational stewardship
Ensure values and valuables are well represented in the creation of a multi-generational legacy plan
Protect the family's interests across all newly integrated estate planning activities
Provide ongoing plan oversight, fine tuning and plan modification as circumstances change