Our Professional Network

Socrates maintained he was an extremely ignorant man despite, or more precisely because of, his great knowledge. The increasingly complex nature of Advanced Planning is such that we turn to specialists from time to time. Each of our partners must meet the following criteria:

  • Unique knowledge that complements our expertise
  • Professional and personal integrity
  • The highest level of professionalism

Then we coordinate scheduling, participate in and facilitate your meetings with them based on our general knowledge of their specialization and our in-depth knowledge of you and your goals. Efficiency and organization brings you the tools for economical and timely decision making.

Our recommendations will vary based on a client’s individual circumstances , but specialists may include the following:


Interested in becoming a member of our team of Specialists? Contact Us.