How we work with our clients

Discover
Hear and understand family objectives, values, and goals

Assess
Evaluate current family plan; expose gaps and goal inconsistencies

Mediate
Coach families on constructive communication and generational stewardship

Translate
Ensure values and valuables are well represented in the creation of a multi-generational legacy plan

Advocate
Protect the family's interests across all newly integrated estate planning activities

Facilitate
Provide ongoing plan oversight, fine tuning and plan modification as circumstances change

“Jim has the unique ability to connect to all generations in our family and tackle the most complex estate planning matters while also explaining those concepts to the novice of family members.”