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Monica Breaux




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Valerie Cathell Clark

VP, Business Development


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Patricia Schreiter

VP, Marketing and Communications



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Laurie Sherman

VP, Education

About Us

We are driven to educate and help families protect and keep their wealth.

We facilitate education and access to processes that enable wealth transfer through legal structures that provide security to families, business owners, and charities, enabling them to flourish now and in future generations.

Our process removes family conflict due to money. We can efficiently relieve the tax burden on estates, helping to secure the prosperity of future generations by working with skilled professionals who strive to protect their client's assets. 

'Keep Wealth in the Family'

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