Our Story

Similar to an architect, our primary role is to facilitate the design and the implementation of your comprehensive estate plan. As senior Trust and Estate Practitioners, we are well-versed in the various methods used to achieve a family’s objectives within their estate.


Why We Do This – Our Backstory - We started the company to forge a new path in honoring and supporting families by creating estate plans that celebrate life. We care about our families’ growth in life; personally, emotionally, spiritually and financially.

What We Do – Our Noble Selling Purpose - We want to protect what is important to you. We Safeguard Significance

How We Do It – Our Values and the Way Our Team Behaves

  1. Create a safe place for our clients
  2. Help clients articulate and embrace their values
  3. Aspire to understand, support and respect the emotional dynamics of families
  4. Be strategic and disciplined in tax and laws to help families safeguard their legacy
  5. Ask clients how you can help their friends and family members

Safeguarding Significance
and protecting your family's future



Become a Client