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We help clients by offering strategic
advice and well written documents in the following areas:
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Inheritance
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Liquidity events
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Estate planning strategy
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Partnership agreements
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Multi-year (2, 5,10 year plans) and multi-generational plans
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Inter-family dynamics and generational dynamics
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Professional introductions
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Real estate strategy
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Charitable giving
We can work with your existing team or help develop a new team of trusted professionals.
Our Process:
1) We offer an initial complimentary consultation up to one hour, after you sign our privacy and service agreement. They are both located on the contact page and can be easily uploaded and e-signed. This way, we ensure that your information remains confidential. Then, by phone or in person our founder, Mr. Ash Kress Williams, will provide you with confidential objective feedback.
He will also provide a scenario overview and offer creative ideas and strategies if those are needed. Finally, if you are an executive or business owner--he will review your competitive advantage.
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2) We believe in transparency and not wasting a client’s time. Thus, if we cannot assist you, we will tell you after the initial complimentary consultation. We are typically able to assist all of our clients.
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3) If you decide to retain our services we will provide you with a scale and scope estimate. If you agree to retain our services we will conduct a gap test review and scenario analysis. Then continue assisting you to resolve the situation at hand and/or help build you a team of trusted professionals. We want to ensure that you have well executed written documents that protect you and that you have sound short and long-term strategies to make your life less stressful.
Disclaimer:
Like most firms we do not guarantee anything. Also, We are not attorneys, CFP's, CPA's, private investigators, concierge doctors, insurance agents or real estate brokers. But we do work with them and refer to them.
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