Build Strong, Lasting Professional Relationships

This page of our website is dedicated to our trusted advisors and partners. We want to share our resources and knowledge with you in order to build strong, lasting professional relationships.

Creating Long Lasting Opportunity

We look forward to a continuing and rewarding professional relationship with you.

At Satori, we greatly value the advisors we work with and hope to foster long-lasting professional relationships. We work to help you by assisting your clients throughout the estate planning process.

Benefit 1: Distinguishing the Advisor

The show of collaboration during a client meeting elevates you beyond the traditional advisor/client relationship, because you are providing them with a holistic approach to wealth planning as well as positioning yourself as their single source for planning counsel.

Benefit 2: Asset Discovery

Portfolio reviews can uncover assets currently not under your management. Whenever this occurs outside the spectrum of “client privileged information”, this insight can create significant opportunities for you.

Benefit 3: Creating Opportunity

Designing an estate plan can uncover new client needs, which creates additional product placement opportunities for our advisor partners. (Financial Planning, ILIT, Life Insurance, Long-Term Care Insurance, Accounting Services, etc.)

Benefit 4: Generating Referrals

Clients whose expectations were exceeded are more likely to refer friends, family and co-workers to our advisor partners. Additionally, our ongoing client support often generates referrals from the client’s family and friends, which can be passed to you as leads. Lastly, our trust administration process is designed to introduce future heirs to their parent’s advisors.

Dedicated to

Serve.

We believe in the prevention of potential conflicts and reduction of risk exposures. As a boutique law firm, we provide custom-tailored solutions to every client.

Help and

Support.

With the understanding that each client poses different, industry-specific challenges, our firm is well-equipped and knowledgeable in managing each and every unique case.

Love and

Protect.

We offer various expertise in different law practices, from probate and trust administration, to business formation and advisory.