As a law firm, confidentiality is ingrained into our service culture. Because we understand the importance of protecting client information, we consider data security a top priority.
Embedded within our service model are strong client confidentiality protections. You can be assured that your clients’ personal and financial information is maintained in a completely secure and protected environment.
Our omnibus accounts provide both service and confidentiality advantages. Records are held on an independent trust system and disclosed only to the IRS, providing your clients with greater anonymity. Large block purchases made through omnibus accounts allow smaller individual trust accounts to participate when they otherwise could not. Clients may also experience a reduction in the total cost for brokerage services.