Attorneys

Attorneys are key members of our professional network. We are always looking for private client lawyers who are partners at high-end boutique firms to help us address tax, estate planning, and legal needs—all critical areas of concern for solving the challenges of our clients. 

Services You Will Provide

We typically expect the attorneys in our professional network to provide the following services:
  • Planning Services, including:
    • Estate Planning​
    • Wealth Protection Planning
    • Income Tax Planning
    • Succession Planning
    • Business Planning for Successful Entrepreneurs
    • Developing Charitable Giving Programs
  • Administration Services (tied to the above Planning Services)
  • Probate Services
  • Guardianship and Conservatorship Services