Other Services

Business Succession and Exit Planning

A lifetime of work goes into the building of a successful business, often making it your most valuable asset. A plan should be in place to help protect a business interest and assure its value and continuation, as well as meeting the needs of the business owner and each family member.

Executive Benefits

Successful businesses employ talented executives whose contributions to the bottom line are critical. We can suggest benefit packages that retain key employees as well as attract new ones.


Supporting and furthering organizations that are closely linked to your personal values and beliefs can be rewarding for all concerned. We can help you design and execute a charitable giving plan that helps meet your goals and philanthropic objectives.

Financial Advocacy

Do you know where everything is? Are all the moving parts working together? Could someone else in the family step in and drive the financial bus for you tomorrow? We offer a system to let you see more, know more and do more with your complete financial picture - interactively, with sophisticated technology and your own secure personal financial website. We consolidate your financial information and present it in a way that is easy to understand and available at any time, day or night. Ask us to tell you more...