Making a Difference

Making A Difference: A New Approach to Wealth Protection, Family Relations, Estate Planning and Legacy Building is based on the idea that you are more than your money. It combines personal values with financial analysis, business experience with family heritage, tax law with philanthropic goals into one meaningful plan.

Most people want to create a “dual legacy” of wealth and values but they don’t know how to do it.

Making A Difference empowers you in an easy to understand manner, how to direct your professional advisors so that it is your agenda and not theirs, that controls the planning process.