Wealth Continuity Advisory
We Help Our Clients Become More Knowledgeable, Happy and Engaged
Who We Help
We work with persons, business owners and enterprising families. We support individuals and multi-generational families and collaborate with the advisors in their family and business systems.
What We Do
We provide objective wealth planning advice, including family enterprise continuity, tax and estate planning, credit advisory and family education. We are an advice-only practice offering unbiased, holistic and practical guidance.
How We Help
We provide independent support to clients through consulting, workshops and webinars. We work with you in-person or remotely.
Our Approach
We believe in working with both the head and the heart—combining our technical skills in tax law and wealth planning with our outstandingly human capabilities like care for others, collaboration, and client service.
We'd love to hear from you
