Relationship Standards
Responsible Service
Practical Knowledge and Experience
Resources assure the quality of our work
Institutional Relationships
Dedicated Resources
Decision Tools
Underwriting Advantages
Collaboration Leverages Your Advisor Team
Your first requirement should be advisors who listen to you and understand how you think - family-centered, entrepreneurial, practical, compassionate. Invite them to challenge you - to ask the questions no one else asks. Require them to communicate to you without professional jargon, shoptalk, or obscure acronyms.
Make sure they have deep experience in their own fields of knowledge, as well as access to a broad range of resources outside their fields. Combining the resources of our partners and your advisors, your team can provide you...
- Business capital management
- Personal asset management
- Income, estate, and corporate tax strategies
- Liquidity and funding strategies
- Insurance
- Valuation
- Accounting
- Legal documentation
- Trusts
- Compensation and benefits solutions
- Qualified and nonqualified plans
- Family business dynamics