WE LOVE OUR CLIENTS

The best business to be in is the business of making friends. Our friendly advice is the kind of direction we give our close friends and family.

WE ARE STRATEGIC

Our bespoke advice always aligns with your short term needs and long-term goals.We work together with you to plan the work and work the plan.

WE ARE PRAGMATIC

Our consulting is built on structured, solid and secure practices. We learn who you are, understand what you want and build your custom program.

WE ARE PROFESSIONAL

Trustworthiness, respect and privacy are at the core of our consultancy. We treat you as we would want to be treated.

ABOUT

WE ARE EXPERIENCED

When it comes to your business
and the financial future of your family,
put your trust in a company
with a proven track record of
success, dependability and integrity.

SERVICES

WHAT WE DO

We are a full service professional consultancy offering tax-free business trusts, estate management and legal council.

BUSINESS REFORMATION

Structure your new or restructure an existing business to avoid paying corporate income taxes. We navigate the complexities of transitioning a company into a formation to legally eliminate the business's tax obligations.

ESTATE & PROPERTY MANAGEMENT

Our skilled professionals can prepare, monitor and manage
your will, living trusts (revocable, irrevocable and convertible), testamentary trusts, real property, estate sales and wealth distribution.

LEGAL ADVICE & ARBITRATION

Though we staff licensed attorneys, we are not a law firm. These lawyers ensure
our accurate advice, oversee legal instruments while simultaneously acting as trusted custodians over managed assets while also serving as arbitrators.

ANNUITIES & LIFE INSURANCE

We offer protection and provision for you, your family and business via annuities, life insurance, legal insurance, identity protection together with third party administration (TPA) services. We are bonded, licensed and insured.

WORK PROCESS

HOW WE WORK

What you do is equally as important as how you do it.

Custom Solutions

1. Client Consultation
We will get to know you, your family, your needs and wants while addressing all your concerns.

2. Plan the Work
We will formulate a plan and present that to you for real-time modification.

3. Work the Plan
Once decided, we will implement the solution while involving you throughout the process.

SKILLS

OUR ADVANTAGES

The most important distinctive of our consultancy is our relationally-oriented disposition
second only to the excellency of our profession.

184 HAPPY CLIENTS

We are thrilled to form ever-deepening relationships with our clients over the years which, in itself, is rewarding for us but also gives us the insight to make better personalized recommendations.

721 COMPLETED PROJECTS

Although many of our responsibilities are ongoing we love completing the job and making sure it's right. To our existing clients, thank you for trusting us. For our newcomers, feel free to setup a free consultation.

13 TEAM MEMBERS

Our staff are chosen, experienced and successful professionals who are not only hand picked but further trained and educated to remain at the top of their field.

13 US STATES

We operate in the following states and understand the unique legal complexities of their laws afford you:
New Hampshire, Massachusetts, Maine, Rhode Island, Maryland, Virginia, North Carolina, South Carolina, Georgia, Florida, Ohio, Oregon and California.

Our team

Work with professionals

From the intense concentration needed to prepare legal documents or the long-term strategic wisdom needed to customize your estate planning, living trusts, last will & testament or financial planning, we work hard so you can rest easy.

Jack of all trades
and
master of some
Corporate Treasurer

Ralph Smith

Financial Advisor
Seeing the world
from above
Co-Founder & Partner

Monica Garcia

General Council
God is in the detail
Corporate Secretary

Julia Whitehead

Senior Paralegal Analyst
To know and not to do
is not yet to know.
Co-founder & Principal Partner

BRAD WARNER

Senior Advisor & Client Liaison

WANT TO JOIN OUR TEAM?

We are always seeking experienced, educated professionals who love what they do and do their work with love.
We'd love to get to know you! Let's see if there's a good fit...

CONTACT US

GET IN TOUCH

HAVE QUESTIONS?

We advise our clients with unprecedented wisdom especially during these unprecedented times.
Reach out anytime...