High Net Worth Focus Target their core niche of high net worth individuals for advanced estate and tax planning services, offering tailored strategies for estate, gift, and generation-skipping transfer taxes.

Growth Readiness With revenue in the 10–25 million range and a boutique footprint, present scalable service packages and private-label or referral partnerships to support growth without expanding internal headcount.

Tech Enablement Leverage their existing tech stack to propose secure document automation, client portals, and compliance tooling that integrates with Wix and Google Cloud to improve efficiency and client experience.

Risk & Compliance Emphasize services around tax exposure minimization and regulatory guidance to align with their advisory focus, offering updates on evolving estate and transfer tax rules.

Strategic Alliances Propose partnerships with wealth management, fiduciary services, and accounting firms serving similar client bases to expand referrals and cross-sell complementary capabilities.