Most of our clients get advice and assistance from a team of professionals. We are happy to work with your current tax advisors, lawyers and other consultants. In some circumstances this entails offering limited input on matters that are already in process. Other times we take on the coordinator role to make sure that there is consistency across the various components (for instance, we might confer with lawyers after a planning exercise to make sure that wills or trust documents comply with your goals, or are marked for revision). But regardless of the specific assignment, we welcome the opportunity to work with other professionals and are very comfortable operating in collaborative situations.