Albert Dashiell Perkins IV

As a "Family Office" advisor, my clients are families. I work with these families and other attorneys to design, implement, and execute estate planning techniques. I also work closely with each family to monitor and track the plan to ensure it continues to be the most effective and efficient way to meet family's goals and objectives.

Although not all estate planning requires the use of trusts, many of the best techniques and opportunities do utilize trusts. Our family office is a nationally chartered trust company which enables us to serve as a fiduciary when appropriate.