Trustee Support

Managing a trust brings its own unique set of issues and complexities. With twenty-one years of experience, we can help with all aspects of the administration of an established Trust, including managing the trustee’s relationships with advisors and overseeing steps involved in the dissolution of a Trust.

Personal Business Advice

Comprehensive advice and assistance for new or existing sole proprietor businesses - see our Businesses page

Resolution of Conflicts and Mediation Support

Act in the capacity of a third-party mediator to advise and counsel individuals in negotiations or disputes. This includes obtaining and reviewing financial documents for the protection of assets, providing constructive communication methods, and actively participating in the mediation process with the goal of a mutually beneficial outcome.

Editorial Content Support

Collect and organize client’s materials for print, publication, or online content. We will review the completed materials and offer final suggestions to improve clarity, coherence, consistency and correctness of the product. This includes revisions to the organization, sentence structure, grammar, style and design.