Walter L. Sheffield III

As family wealth grows, managing it increasingly becomes a matter of managing risks. The typical risks include income taxes, estate taxes, gift taxes, current or future health problems,

We provide security, organization, and simplification to our clients for their financial lives. We can use a lot of multi-syllable words to describe what we do, but it comes down to this: Providing Peace of Mind.

My experience has taught me that simplicity in design and administration is a virtue and that it is often best to minimize any involvement of the government or court system in a family's financial matters.