Family Business Succession Specialists We help resolve the many complex personal, financial and business issues facing privately held or closely controlled public middle market companies and their owners. We have over twenty years experience working with successful owners, key management, entrepreneurial families and high net worth individuals. We work with our clients to help develop and implement family and business strategic plans that may include: • Investment Advisory Services • Tax Minimization Strategies • Transition and Succession Planning • Intergenerational Asset Transfers • Shareholder Planning • Pre Sale and Post Sale Strategies • Insurance Portfolio Review - Non Variable • Executive Compensation • Non-qualified and Qualified Benefits - for Owners, Executives and all Employees • Estate and Charitable Planning Our success is in the development of innovative strategies that help meet your needs - and the proper communication of these strategies to you, your family, other advisors, and others you wish to involve, and achieving measurable results. Our network of satisfied clients and advisors is our most unique and valuable asset.