There are times when Law and CPA firms need to establish a relationship with a wealth management firm or make informal referrals. As we have collaborated with attorneys and CPA’s in family wealth planning, estate planning and business succession planning, we know the territory.
Firms approach us because they appreciate the breadth and depth of our knowledge and experience. If they feel the need to refer an elite client to a wealth management firm, the referral has to make them look good and their own high ethical standards must be matched. We live up to their expectations.