A TRUSTED BACKGROUND
WE BEGAN WITH A SINGLE FOCUS – MANAGE THE TOLLESON FAMILY'S WEALTH. WE THINK THAT GIVES US AN UNUSUALLY CLEAR IDEA OF HOW TO CUSTOMIZE OTHER FAMILIES TRUST NEEDS.
We understand, perhaps better than others in the industry, the challenges affluent families face and will face. What does this generation wish to bestow to the next? What values would they like to pass on? What legacy does this generation wish for the next?
There are no easy answers to these questions, but we are prepared to help families find the right path.
Moreover, we find ourselves in a political and economic environment which views wealth, at best, as a vast untapped resource for the public good, and at worse, as a target for others to gain.
We see our role as a trusted, unbiased advisor to aid you and your family in constructing and managing trusts that meet the needs of your family, whether for the purposes of preserving wealth for the next generation, or in setting charitable and philanthropic goals.
We are experts at taking a family's complex multi generational needs and helping guide them through current challenges and preparing for the unseen future challenges as well.
After all, other families are facing the same issues. And, we feel the approach we take, as well as our stability, expertise, integrity, and transparency makes us uniquely qualified to help manage your family's affairs.
- A TRUSTED NAVIGATOR