Services

Our Principals have over 100 years of combined experience in working with high net worth individuals, business owners and businesses. We develop capital preservation strategies enabling our clients to
build, maintain and pass on to heirs and selected charities the maximum amount possible with minimum tax shrinkage. We partner with business owners in designing, implementing and funding business succession and key person plans. Where appropriate, we find ways in which the business can be efficiently used to assist the owner in reaching his or her own personal goals. In our services to businesses, we craft effective plan designs to achieve the optimal balance between delivery of benefits and management of costs. We also specialize in the design and implementation of executive benefit plans on a totally selective basis; i.e., not bound by usual IRS Rules regarding qualified retirement plans.