Mission Statement

We help our clients rest assured that their commitments to the most important people and institutions in their lives are met, while preserving control over their affairs and property when they are alive and well. 

Our commitment, in turn, is to develop and maintain long-term, trusting relationships with clients that form the foundation for our practice.  Our practice is based on relationships.  Our primary aim is your wealth preservation and your wealth stewardship.  We craft individualized plans, often in the throes of difficult and challenging situations, for the care and custody of our clients’ families and legacies.  Ultimately, our clients’ peace of mind ensues from the assurance that their hopes, dreams and aspirations for themselves and their loved ones will be met as a result of our commitment.

We are most effective in addressing clients with a combination of immediate problems and concerns of ensuing generations.  We deploy proprietary systems to make our service delivery more efficient.

If you would like more information about us, or if you have a legal matter and would like representation or advice, please call us at (415) 896-1500 or submit an inquiry using our online form.