About Us

 Often, more than one area of expertise is required. With us, there’s no need to hire a multitude of different professionals.  

 We are at the forefront of best practices in fiduciary services and work closely with our clients in dedicated teams that are fully committed to exceeding client expectations. 

 We serve a wide range of clientele, and every client relationship is valued greatly. Each engagement benefits from the depth and breadth of our expertise. 

 We have been brought in to some of the most complex cases such as profound dementia, elder financial abuse, special needs trusts and large scale accountings.  We look forward to serving you.