02 – Where is the Initial Meeting?

Where is the Initial Meeting?   Family and business dynamics are extraordinary in nature. Each family and business is unique and you can imagine how estate and business planning can get extremely personal. It is for this reason that we generally meet clients...

03 – What is an Engagement Agreement?

What is an Engagement Agreement? An engagement agreement reflects the material terms of representation. We have learned through experience that clients prefer a concise outline of what they can expect from the firm and what the firm can expect from them. These terms...

06 – What Is a Termination Letter?

What is a termination letter?   A termination letter isn’t nearly as scary as it sounds. A termination letter is a short letter that generally indicates that the firm has performed as promised and the representation – limited to the scope of...
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