Our Clients

Our clients share the following characteristics...

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• Net worth of $10,000,000 or greater; No maximum

• Owner of a closely held business

• Has children or key employees to succeed them

• Cares intensely about family relationships (both in and out of business)

• Business is in strong financial condition

• Business is growth oriented

• High integrity and well respected by employees and community

• Prioritizes reduction of taxes and asset protection

• Respects long term relationships

• Respects and counts on advisors

• Has a vision of the future for his or her business and/or personal life