As an independent fiduciary services firm, our goal is to administer the client’s estate, not manage the assets or provide tax advice. As attorneys, we offer suggestions based on our experience and a client's situation, but defer to the client's legal counsel for opinions and recommendations. It’s that independence, plus our expertise, that has led dozens of financial advisors, attorneys, accountants and other professionals to refer us to their clients.
❧ Why refer us?
As an independent fiduciary services firm, we do not manage assets or provide tax advice.
❧ Our promise
As your strategic partner, we will:
"Bravo. Thanks for your anivut* and tact and diplomacy shown in handling this fractious matter."
W. K., Attorney at Law - Kirkland, WA
*“Anivut . . . means a soft answer to a harsh challenge; silence in the face of abuse; graciousness when receiving honor; dignity in response to humiliation; restraint in the presence of provocation; forbearance and quiet calm when confronted with calumny and carping criticism.”” – David Brooks (2014, April 14). A Long Obedience. The New York Times. Retrieved from http://www.nytimes.com.