The result is that the client winds up with a solution that doesn’t actually solve their full and true problem, or a solution that Band-Aids a symptom. In both scenarios, the problem will present again in the future. That’s why we developed a model called Care to Know^TM.

Care to Know Planning helps affluent families get to the heart of highly relevant matters and resolve messes in the areas of integrated tax and estate planning, business succession, and family governance counseling.