We are a boutique consulting firm exclusively focused on assisting Trustees, Executors and Beneficiaries to assess and resolve significant Fiduciary related problems. We identify and resolve issues quickly and our common-sense approach has a proven record of positive results for our clients.

We are proud to be returning as a Corporate sponsor again for the 25th Amelia Island Concours D’elegance March 5-8, 2020. We will be presenting the Kemp C. Stickney award for The most elegant open car on the field on Sunday March 8th! Please plan to join us at this amazing Concours!