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You Can't Manage What You Don't Measure™

We are an estate consultancy. Our estate consultancy employs a  holistic approach beyond the mere management of material assets. We engage clients in the practice of iteratively managing and measuring the aspects of one's life to put a living breathing plan in place that will ensure their wishes and preserve their legacy.

As people, some of our wishes pertain to the past, the present and the future. Many of us have not intentionally defined what our legacy goals are; we help you objectively identify and execute plans to identify and secure what you can control.

Many things in life are out of our control, yet all too often we leave to chance what we can control. The underpinning concept of our approach to estate planning is "radical responsibility." Radical responsibility is defined as the voluntary choice to assume or embrace 100% ownership for each and every circumstance we face in life, not as some kind of “should” or burden, but rather as a conscious act of self-empowerment and the genuine exercise of personal freedom. It is simply the choice to focus our attention, time and energy on that which we have some influence over… ourselves.


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