Strategic Partners
Trusted Advisors

Trusted Advisors are professionals upon whom their clients depend.  They know those clients need a Life Inventory™ in order to be properly prepared for whatever life brings them.  They're accountants, attorneys, financial planners, insurance brokers, healthcare advocates - anyone who interfaces with a client and plans for that client.   After all, how can anyone properly plan for their client if they don't know all the information about that client?

Trusted Advisors recognize the value of having everything known, resident in one place and securely protected. They may not buy the product for their clients, but they are advocates of proactivity and understand the consequences of being unprepared.
Fautores Family Office
Fautores Family Offices is a Multi-Family Office (MFO) that specializes in:
  • Wealth Management – Maintaining your standard of living and dignity
  • Business Succession Planning – Maintaining your business culture for generations to come
  • Trust Services – Confidence knowing that your assets are protected by a federally-charted trust company

Shenkman Law
Shenkman Law is an estate, tax and corporate boutique concentrating on the personal, tax, financial, estate, asset protection and business planning needs of high-net-worth individuals, professionals, closely held business owners, and real estate owners/developers. The firm was founded in 1989 and is "av" (top) peer rated by Martindale Hubbell. The firm has offices in New York City and Paramus, New Jersey, but consults with clients in other jurisdictions through local counsel.