It is an honor to be trusted with clients of some of the nation's finest trust and estate planning attorneys, accountants, family office managers, charitable foundation managers and trust officers engaged in the wealth transfer process at the highest levels. Because the nature of our relationship with advisors is on-going, rather than transactional, we do not charge fees.  It is a privilege to provide a value added service to the practices of many advisors.

One commitment we make to advisors is that "we will never embarrass you." We know it takes guts for a professional to refer a client to an insurance agent. Advisors appreciate that we never ask clients for a list of rich friends, or drop names, or try to become best buddies, or do lunch, or try to take over the case by playing quarterback.