We really appreciate the hands-on, personal approach that Dan and his staff took with our family. It was extremely helpful to not only have help guiding us through the process, but also seeing it from the personal side of what to think about or account for.
Dan and his staff were extremely accommodating in terms of scheduling around our calendars and ensuring that enough time was carved out to run through the process, in its entirety. We have already started referring our friends and family to this firm, and will continue to do so.
In fact, there’s no other firm that I would want to manage such a crucial piece of family business; we are grateful for their help, support and professionalism.