Insight – The act of seeing into a situation; the result of discovering the inner nature of things
Our clients share the following characteristics
Business
- A Decision Maker
- Own Substantial Assets
- Tax Averse and Interested in Long Term Business Growth
- Sees Value of Retaining Key Members of Management/Executive Team
Family
- Family Oriented
- Strong Commitment to the Efficient and Effective Transfer of Family
- Strong Character and Sense of Integrity
Social Conscience
- Has a Strong Interest in Community and Social Betterment
- Highly Respected by Friends and Associates
- Has Vision and Goals for Community Stewardship
Planning
- Recognizes Great Value in the Service we Perform
- Prioritizes Optimization of Wealth
- Open Minded with Respect to Utilizing Advisor Services
- Has Vision, Values, and Objectives for their Family, Business, and Community
- Will Take the Time to Plan and Be Forthcoming About Concerns
- Capable of Executing Important Plans for Family and Business
- Values Long Term Relationships