Your Personal Boardroom™

"Success is not final; failure is not fatal: It is the courage to continue that counts." – Winston Churchill

An effective board of directors has a clear mission statement and mutual understanding of what the entity is trying to accomplish. A great vision, coupled with shared commitments, results in a highly effective team working in tandem to accomplish common goals.

On a corporate or charitable board, everyone adheres to a fiduciary duty of care to support the stated mission.

Your Personal Boardroom is a concept that places you, the client, as CEO and Chairperson. Your goals and objectives form the personal mission, and your priorities and values shape the agenda and strategy.

It also ensures you always have a safe, confidential space to address your financial affairs and major life decisions, surrounded by a team of professionals dedicated to supporting you and your family in a fiduciary capacity.

Whether it requires coordinating tax strategies with our sister accounting firm, collaborating with your insurance professionals on the execution of your asset protection plan, working with your attorney to update your estate plan, or holding a family meeting to outline your end of life plan to your caregivers and heirs, we are here to organize, support and coordinate the execution of your life goals.