Families rely on us for wills, trusts and asset protection strategies, including unbiased and commission free investment advice (through our subsidiary Jamestown Wealth Management LLC). We work extensively with blended families and are especially helpful to families with large IRA and other pre-tax savings accounts.
Businesses rely on us for succession planning, asset protection and business structures. We can help with buy-sell agreements, LLC and corporation formation and family succession planning. We often work with business owners at their place of business.