Client Centered
We attend each meeting with our client, who selects the firm s/he most favors. We then schedule the follow-up meeting and provide the data needed for whichever legal strategies are deemed most appropriate by the selected law firm. Once the documents have been drawn up or revised and executed, we begin the process of re-registering any assets which may need to be re-titled. Through proper estate planning, one could be able to significantly lower taxes and probate costs, reduce the amount of time required for distribution, and possibly eliminate assets from being probated altogether.
Your Financial Future
In offering our wealth management services, we can act as fiduciaries, a higher legal standard in which our loyalty is reserved exclusively for our clients. This is a critical difference from most investment sales organizations, whose first obligation is to the demands of their parent company and its shareholders, not to the best interests of their clients. In terms of safekeeping, all client assets in managed accounts are held in custody at Pershing, a subsidiary of The Bank of New York Mellon Corporation, the nation’s oldest continuously operating bank and the world’s largest provider of securities services with over $22.3 trillion in asets under custody.