Wealth Managers and Financial Advisors,

helping their clients structure their estate and financial plans and select the best fiduciaries;

Attorneys, including those specializing in Trusts and Estates, Family Law and Personal Injury litigation, in the planning for the distribution and management of their clients assets

and selection of the most appropriate fiduciaries;

Families who seek independent, unbiased and personalized advice on the how to structure their estates, select their trustees and provide for generations to come;