Resources
Our Partners
To deliver on our exceptional service commitment, there are certain products and functions that are best suited to a network of dedicated partners. Below is a table of our primary partners, their functions and contact data. As new partners are identified or replaced we will update this content. Have you received exceptional service? Send us an email to share your experience.
Legal and Risk Management Team
Paramount to the attainment of both business and personal goals are the recommendations of professionals that comprise your risk management team. These professionals must be independent of one another, both in fact and appearance. There can be no financial ties that could impair the objectivity of recommendations. Each must be willing to speak out about the strengths and weaknesses of the recommendations and seek second opinions
Before a transaction is consummated we require an analysis of the proposed transaction by our firm in conference with your private client attorney (who must structure and defend in litigation) and insurance professionals whose duty is to insure and develop plans to minimize risk. Then you can be completely informed of all pros and cons. In the end the decision is still yours, albeit, a well-informed decision.
With this concepts in mind we have selected two team members who understand our model, demonstrate superior client service and are willing to serve your needs in our program. We do not establish their fees, method of service delivery or provide any guarantee of specific performance.
Company |
Purpose |
Contact |
| Evans & Davis, Attorneys | Private Client |
|
| Bobby Parks | Insurance & Risk Management |
Business & Personal Services Support
There are certain services and products necessary for the efficient operation of a business or household. The following partners are those that we personally utilize and who have agreed upon to adhere to the high standards of our multi-family office.
Company |
Purpose |
Contact |
| Property Management & Real Estate Sales & Acquisitions | Home Investment Professionals, LLC |
|
| BNB Technology | Information & Telecommunications Technology |
|
| RPG Consultants | Pension Consultants |
