"In God We Trust, All Others Must Bring Data" - W. Edward Deming.
We demonstrate outcomes and provide context or framework for decision making.
Closely Held and/or Family Owned Businesses
"Data is one of the most powerful mechanisms for telling stories"- Steven Levitt.
Our planning and design work answers questions that existing transfer tax, business succession, and life insurance software isn't able to. It does it in a visually eloquent and succinct way to improve decision making.
High Income or Net Worth Clients
"A person who is gifted sees the essential point and leaves the rest as surplus" - Thomas Carlyle.
We regularly collaborate with professionals in related or unrelated fields to complete projects. We lead and we follow depending on the project. When it's time and appropriate for us to share our input based on everything we heard, learned and clarified, we are precise, clear and thoughtful in our observations and recommendations.
Life Insurance Owners and Trustee's
"A target should go with every goal. A target is a value that defines success.If a strategy meets a goal: It’s working. If a strategy meets a target: It’s a success"- Michael Porter.
Our proprietary models dollarize the net economic benefit of techniques and compare that to the alternatives. This improves decision making and enables reasonable targets for identifying successful outcomes for the client, while simultaneously allowing for the identification of justifiable and reasonable fees based on the value that is or will be created.