— Start a conversation
The first meeting is a working session, not a pitch.
We review your situation before we sit down. The conversation covers specifics — exit structure, estate exposure, tax position — not a general overview of what we sell.
We take on a limited number of new relationships each year. If the fit is right for both sides, we will tell you plainly.
In person or by phone — your preference.
We are based in Lafayette, CA and work with families and business owners across the Bay Area. Initial conversations happen in our office or over a scheduled call — whichever suits your schedule.