Our fee-based division works with our clients to design, develop, implement and maintain strategies to maximize business value and personal wealth. These plans involve a high degree of analysis, introduction of economic and tax planning ideas, alternative modeling, and recommendation reporting. Our highly trained staff of CPAs will create in-depth modeling to maximize value for all our client profiles:
- High and Ultra-High Net Worth Families
- Owners of Closely Held Businesses
- HENRYs (High Earners, Not Rich Yet)
- Non-Profit Organizations
- Wealthy International Citizens
Our Fee-Based engagement contracts require no obligation to utilize our Product-Based division. We are able to substantially discount these fees for all our clients, however, as some recommendations may utilize our Product-Based (Commission) Services. We are therefore able to provide our analyses at a fraction of the cost of other providers, with no reduction in the quality and scope of our advice.
