Our business clients span industries, geographies, and stages of growth.

Technology is often core to their business. Some commercialize it, selling software, SaaS and mobile applications, semiconductors, consumer electronics, medical devices or other hardware. Others leverage it to sell via e-commerce or to operate their enterprises and optimize their business.

Our individual clients are people who want a succession plan for their assets and their families. They are very often entrepreneurs themselves.

We’ve worked with many of our clients for a decade or more, and virtually all of our business starts from a referral. We’re proud of that legacy, and hold it and our relationships in the highest regard.

Featured Clients

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