Private Client Services
Overview
Our process begins with an introduction to a dedicated member of the PCS team, who will assist in gathering essential family and financial information in coordination with the scheduling of your initial meeting with a PCS attorney. To ensure a productive consultation, our specialists will prepare a comprehensive asset statement and collect any existing estate or business planning documents, providing a complete and accurate picture of your current situation.
Our initial meeting is detailed and thorough, designed to help us understand your family, financial, and estate or business planning goals. Together, we build a foundational strategy for the planning, implementation, and administration phases that will support your objectives. All fees for services
provided will be discussed in detail during this introductory meeting.
