This is an integrated approach to helping you create financial peace of mind. The way we do that is really with other professional advisors. We help, not only in front of the client, but behind the scenes bring the planning that they need in order to transition from, maybe, executive, to retirement, to philanthropy.
Those clients typically are high-income and high-net worth. They typically have fairly complicated financial issues in front of them. They have lots of needs. For the traditional individual client, it is what is important today. For the family financial solutions client, it is really what is important tomorrow. Our goal is to not only work with mom, dad, grandma, or grandpa, but the entire family to help really pass along the values of the parents to those generations at the same time.