Contact Us:

T. (415) 295-6001


100 Shoreline Hwy, Suite B100

Mill Valley, CA 94941

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For Families


We ensure that the most important details of your planning are followed through on so your plan continues to work throughout your lifetime. We’ve created unique membership programs to keep your plan up to date year in and year out.


We also believe that your financial wealth is only a small part of your overall “Family Wealth” which is made up of your far more valuable intellectual, spiritual and human assets – who you are and what’s important to you.


Most estate plans are only able to transfer your financial wealth onto the next generation. The intangible nature of your much greater wealth has made it difficult to capture and it is most often lost when someone passes. How much do you know about your grandparents values? Their most prized personal possessions? How they felt about you? What they had learned during their lifetime?


If you are like most people, you know very little. But, the wealthiest families capture these assets and pass them along right with their financial wealth.


And, that’s part of the reason the rich keep getting richer.

It’s your turn now. Call us today to schedule your personal Family Wealth Planning Session. We look forward to seeing you and caring for your business and family soon!

PS – while this may sound expensive, I can guarantee that planning is substantially less costly than it would be for your family, partner or clients if you or a key partner died without handling these matters, or if your business gets in a jam without these things being taken care of.  We have never had a business owner or family who believed in this kind of planning, and wanted to put it in place for their business or loved ones, leave our office because they couldn’t afford it. We make creative financing available to our clients because we know that this planning is the foundation for a life of success!