We Provide and Manage
Professional Services for our Clients

Through decades of relationship building, we have developed close networks of highly competent individuals and firms who share our values of integrity, fair pricing and fiduciary duty to the client.
​Over the years, we have provided the following services to our clients: 

---

-Financial Planning and Investments-

• Wealth Management
• Holistic Planning

- Legal -

• Managed Legal Work and Overview 
• Estate Planning (Wills and Trusts) 
• Business Succession Planning 
• Estate Administration
• Fiduciary Management
• Contract Review, Drafting and Negotiations 
• Corporate Organizational Work and Compliance 
• Buy-Sell Agreements, Shareholder Agreements 
• Individual and Corporate Tax 
• Tax Credits, Capital Markets 
• Real Estate Closings
• Refinancing and Business Transactions
  
• Zoning and Property Rights
  
• Venture Capital Formation
• Trust Administration 
• Private Equity Financing 
• Mergers and Acquisitions 
• General Litigation, Mediation 
• General Counsel Services 
• Corporate Bankruptcy ​
• Collections ​

- Tax and Accounting -

• Income Tax Analysis 
• Return Preparation 
• Audit, Review, and Compilation 
• Sarbanes Oxley 
• Forensic Accounting 
• Litigation Support 
• Business Evaluations

- Investment Banking -

• Corporate Finance Advisory Services 
• Merger and Acquisition Services

- Real Estate Advisory -

• Asset Management 
• Seller/Buyer Brokerage 
• Valuations 
• Tenant Relocation 
• Landlord Advisory 

- Insurance and Employee Benefits -

• Personal Lines
• Commercial Insurance
• Health Insurance Plans
• Voluntary Benefits