We help our clients achieve their goals. We learn about our clients’ values and wishes, their family situations, their businesses, and their philanthropic interests. We analyze their financial condition, assessing assets, liabilities, and cash flow. With a deep understanding of our clients’ circumstances, we create comprehensive strategies that transform our clients’ goals and wishes into plans that embrace their values. Given the complexity of our clients’ business and financial situations, our advice typically is multi-phased and involves a combination of tax planning, business planning, and philanthropic planning.