In our experience, if it takes 100% of a data set to fully and truly formulate the problem, many approaches stop at 50 to 70%. In contrast, we find the magic and nuance usually reveal themselves in what we call, The Last 10%.

Our four-step model outlined below serves successful families and business owners at two layers. First, it helps their existing trusted advisors integrate disciplines and strategies outside of their core practice areas. Second, it allows families to See Past the Line of their driving pain point, into the complete breadth of opportunities and challenges. They achieve the magic and nuance in The Last 10%.

Unusual for a law firm…

• Our model includes strong consideration for the future deployment of your assets, not just the current transaction or problem.
• Our model establishes and manages deadlines and timelines for the initial planning engagements, and for our ongoing Asset Counseling Programs, over the lifetime of the people and strategies at hand.