Your Professional Advisory Team

For 90-minutes before each Family-Business Consultation, your Professional Advisory Team—comprised of your legal, tax, and financial advisors—will present overviews on various technical topics important to life and business.

Hearing topics discussed by your multi-disciplinary, professional advisory team will give you greater insight as to how each expert brings a unique perspective and ‘piece of the puzzle’ to formulating optimal outcomes based on your unique needs and objectives. This learning experience will re-enforce the vital importance and necessity for your advisors to work as a collaborative team.

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"I want to leave enough money for my kids to do anything they want, but not afford to do nothing." - Warren Buffett

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"Surplus wealth is a sacred trust which its possessor is bound to administer in his lifetime for the good of the community." - Andrew Carnegie