Our Process

Focused questions allow us to understand your goals and business while gathering key information. This involves input from you, your lawyer and accountant. We are then able to deliver tax advantaged strategies for your business and family.

We conduct a comprehensive analysis of the potential solutions, and how they are projected to affect your business and your wealth.

Once the review your current situation is complete, we will demonstrate in real numbers the improved efficiency our plan will have on your taxes, estate value and capital growth.

Our commitment to you continues well beyond implementation of the initial strategy. We know and are prepared for your needs and circumstances to change – tax laws and businesses change, families evolve, and new opportunities emerge. Conducting regular reviews of your plan ensures that it is up to date and capable of delivering the results as promised year after year.