A SERVICE AND A SOFTWARE FOR A PROMINENT CLIENTELE AND THEIR ADVISORS
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About us

We are a professional service company with a unique and proprietary software designed to manage information for large complex estates. Our work gives the team confidence that its members have the complete set of information.

Our Clients

Our clients are families with estate values ranging from $20 million to over $1 billion. Their estates include complex ownerships of trusts, partnerships, limited liability companies and corporations. The common characteristic among our clients is not the value of their estates, but rather the complexity and the large amount of information involved.

"FOR EVERY MINUTE SPENT ORGANIZING, AN HOUR IS EARNED" - Benjamin Franklin

 

What is client information management?

Client Information Management or "CIM" is a new concept in the private-client practice. Currently, advisors each manage their own information separately resulting in a duplication of efforts and an inefficient use of time and resources. And with complex estates, spreadsheets and online document storage are inadequate to handle the task. A new approach is needed.

Our Approach to CIM

Our approach is new. We treat CIM as its own profession like law, accounting or finance. We are an integral member of our client's team of advisors, tasked with the responsibility of collecting, organizing and communicating information. And because we specialize, we have the technology and expertise to make CIM efficient and cost-effective.

Family Wealth Map synthesizes information so that complex estates can be viewed in proper context.

Our Associates

Our associates are lawyers because of the need to communicate effectively with the client's advisors. However, despite their credentials, our associates do not provide advice as their only role is to serve the informational needs of the team.

Our Work

Our work includes collecting and organizing information, then using proprietary software to present it in a uniform manner and in its proper context. We create a platform for advisors and their clients to share information and collaborate.

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