Small Businesses, Partnerships, and Families
We work with small businesses, partnerships, and families directly to provide the evaluation and the plan, which can then be executed or shared with your legal or financial advisors. For family offices, we support your in-house or external counsel or other planning resources.
Estate Planning Professionals
We work on a by-client basis with law offices, CPA firms, and financial planning professionals as part of your team. We evaluate the real estate holdings in the context of your client’s goals, simplify complexity for them, and develop an actionable plan that optimizes those holdings, always mindful of the client’s real time situation and the need for timely decision making.