We work closely with many other advisors whose services are complimentary to ours. Many of our professional relationships date back to the 1980's.

Whether you need an attorney for estate planning, litigation or a variety of business matters, we can assist you by referring an attorney that is appropriate for your needs.

Similarly, whether you need an asset manager, a private trustee, a real estate agent, a life insurance specialist, or virtually any other professional service, we can assist you with finding this resource.

We also "outsource" in its current context in the CPA world through the use of Chartered Accountants ("CA") in India for compliance-oriented functions.

This technique was started by the largest CPA firms in the United States in response to the sharp decline in accounting graduates in the United States, which has caused a nationwide "staffing shortage."

We both utilize and refer Indevia Accounting for many compliance oriented needs, such as QuickBooks accounting, trust accounting, and basic income tax projects. Indevia Accounting was founded by our former partner Richard J. Muscio, CPA, and Dev Purkayastha, CA, a long-time customer of our firm. Dev was a partner in Idanta Partners for 20 years, a San Diego-based venture capital firm, after obtaining his public accountancy experience with Price Waterhouse. For more information on Indevia, please see their website at www.indevia.com .