We believe that preserving private capital does more for families, their communities, charities, the economy and society as a whole than by default allowing a larger percentage of that wealth to pass to the government in the form of estate and income taxes.
We believe that preparing heirs in advance for the wealth they will receive and the responsibilities accompanying that wealth will greatly enhance the probability that the wealth transferred to the second generation will remain harmoniously in the family.
Lastly, we believe that we will never have enough knowledge, experience or wisdom to tell others what they should do with their wealth. Acting like architects, it is our role to offer planning ideas and strategies consistent with our clients’ values, goals and objectives and to do so in an easy to understand, non-technical manner. In this way, our clients design their own “blueprint” or plan with guidance from their trusted advisor team. They are the “Auctor” or the “originator” of the wealth preservation strategy.