““Our Family Office has worked with Jim Underwood over the past 10 years. Jim’s diverse talent benefited the family and its businesses in several meaningful ways. His strategic planning helped the family save significant dollars through estate planning over a five year period. He brought a creative mindset to tackling long term operating business strategies. He’s communicated complicated tax planning in ways which family members between the ages of 22-65 understood in practical terms. His communications were not only financial facts and figures, but verbal and visual, which helped a wide range of educational levels grasp complex issues. Finally, his reputation of integrity in the community translated even in the most intimate of discussions within the family.””

““Jim stepped right into the complexity and quarterbacked the key players needed to shore up our finances. He takes a holistic view of our finances, corporate structure, estate planning, etc. I have recommended Jim to many of my fellow business owners. Not only is he a trusted advisor, he’s a great guy to have in your corner.””

““Jim Underwood is one of the finest estate planning minds and a true leader in the industry. Jim possesses a unique combination of skill, professionalism, experience, and compassion and truly cares about the current and future well-being of our family. Jim has the unique ability to connect to all generations in our family and tackle the most complex estate planning matters while also explaining those concepts to the novice of family members. By coordinating the most current tax, legal, familial, philanthropic, and estate planning concepts Jim is the quarterback of our family’s financial and estate plan. I am proud to call Jim our family’s most trusted advisor and friend.””

““Jim has advised our family on tax, estate and financial planning matters for more than 30 years. His planning has been strategic and focused on our being intentional about the impact it will have on us as well as future generations. We rely heavily on his advice and recommendations.” ”

““Jim met with us and helped us to articulate and clarify our goals, values and objectives relating to our estate and financial planning. He was able to clearly show us the gaps between what we desired and what we actually had in place. He then collaborated with us and our attorney to produce, review and put in place new wills and trusts that are in alignment with our goals and that are very intentional in treating the next generation uniquely.””

“My family has worked with Jim for close to 10 years. He is involved in all of our business and family meetings, from tax planning to wills. Jim has a good understanding of it all - legal aspects, estate taxes, accounting, etc. He truly understands the big picture and is the kind of guy that puts it all together for us. If I have a question, I go to Jim first. We all trust him and know he’s doing what’s best for us. He’s the glue that holds it all together. Jim is able to easily communicate to every member of my family in a way that they can understand. Anyone who has any kind of complexity with finances, state tax, legalities, etc. with a family involved and business in the mix, should go to Jim. The more complicated it is, the more you need Jim.”