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%.

Care to Know^TM Planning serves families and business owners at two layers. First, it helps their existing trusted advisors expand the landscape of perspective to include disciplines and strategies outside of their core practice areas. Secondly, it allows families to see the complete breadth of their opportunities and challenges, thereby finding the magic and nuance in The Last 10%.

Unusual for a law firm, our model establishes and manages deadlines and timelines for the initial planning engagements, and for our ongoing maintenance work, over the lifetime of the people and the strategies at hand.