Most Traughber Private Wealth Law clients come to us with trusted, professional advisors for their financial, tax and business matters.
The best and most effective planning is done collaboratively, whether it is Estate Planning, Financial Planning, Business Planning or Tax Planning. We serve the client’s best interest when all members of the Trusted Advisor team work together.
We firmly believe that Estate Planning is best accomplished on a collaborative basis with these advisors, and we are grateful to have the opportunity to partner with, and serve alongside, our client’s Trusted Advisors.
As a Trusted Advisor:
We approach all of our plans as more than simply a transaction because all planning is dynamic. It must evolve with the client over time.
As a boutique estate planning law firm that helps families and entrepreneurs protect and provide for the ones they love, we truly want to become trusted friends and valued members of our client's legal and financial teams.
The best and most effective planning is done collaboratively, whether it is Estate Planning, Financial Planning, Business Planning or Tax Planning. We serve the client’s best interest when all members of the Trusted Advisor team work together.
We firmly believe that Estate Planning is best accomplished on a collaborative basis with these advisors, and we are grateful to have the opportunity to partner with, and serve alongside, our client’s Trusted Advisors.
As a Trusted Advisor:
- We build our practice on long-term relationships and referrals, and we honor and respect the relationship that our clients have built with their advisors. All estate plans are structured with the client’s best interest in mind, not ours.
- We take the time to understand your client’s needs so that they can secure the best quality of life today, the highest standard of care tomorrow and the greatest benefits for their loved ones in the future.
- We provide excellent and innovative service, delivered as promised and on time to meet our clients’ ever-changing business and personal needs.
- We prioritize giving back to all relationships and serve as a trusted resource to all those who call on us as their Trusted Advisors.
- We want all advisors and clients to answer "yes" without hesitation when asked if they would return to us for future work and if they would recommend us to others.
We approach all of our plans as more than simply a transaction because all planning is dynamic. It must evolve with the client over time.
As a boutique estate planning law firm that helps families and entrepreneurs protect and provide for the ones they love, we truly want to become trusted friends and valued members of our client's legal and financial teams.
