We are a family office. Our conference room table is actually a dining room table and our office is in a century old house. Our services are built to be multi-generational to serve not only the matriarch and patriarch of the family but to prepare future generations to receive and manage family wealth. We spend time understanding the value and goals of the family in order to develop a tailored estate plan. We drive the estate planning process so that a definite plan is in place and is understood by the client. We spend time educating younger family members to better equip them to develop a healthy financial discipline, understand mom and dad’s estate plan and better care for aging parents with wealth.