We provide a service to families and their advisors to help them organize vast amounts of information associated with their estates. Our service is highly personalized and our relationships are strictly confidential and secure.
Our clients' estates ranging in size from $20 million to over $1 billion. The structures are complex with multigenerational ownership of all asset classes held within many types of entities. The commonality among our clients is not the value of their estates, but rather the complexity of the structure in which their assets are held. We bring order to complex information so that estates can be viewed in their proper context.
Our associates are lawyers because of the need to understand the issues and communicate effectively with our clients and their advisors. We are not a law firm and do not provide legal advice. Our only role is to help our clients and their teams organize and access information.
We do most of the initial work to create our clients' estates within our proprietary system. We also train their staff and advisors on the software. During the on-boarding process, if gaps or conflicts appear in the information, we communicate those issues to our clients and their team as needed. After the initial setup is complete, stay closely involved with our clients to keep the information up-to-date and accurate.