Mission Statement

Our mission is to provide tax, financial, legal, governance, wealth transition and other transactional services needed to wealthy families and their subsidiary trust and business enterprises.

Vision Statement

Our vision is to enhance the community through the orderly transfer of wealth to successor generations and charities and to cause incremental transfer of wealth over the lifetime of the Firm of $2 billion to charities and foundations of our clients’ selection.

Quality Statement

The Firm will utilize attorney and CPA disciplines of the highest quality by maintaining cutting edge techniques for wealth management and transfer, and shall strive to carry out all of its professional responsibilities with the highest ethical and moral standards. This service will be provided to those families whose ethical and moral standards are consistent with the Firm’s in the way they earn and disburse their wealth.

 

TIMOTHY R. BUSCH
Founder and Principal
December 1, 2009