WHO WE ARE

Progressive, Professional, and Innovative.

We are responsive and efficient with your time and money. Heidi Scholz chooses to be a sole practitioner to provide clients with immediate and direct service and strives to provide outstanding results. She networks and consults with small and medium firms, businesses, and financial institutionsworldwide to customize your planning goals.

She avoids the cookie cutter solutions of many large firms and financial institutions, and she chooses the more independent and innovative approach when she is addressing your concerns and challenges. We look forward to providing you with not just a good solution, but the right solution!

Our Clients

• Small to Medium Sized Businesses:

  We understand businesses that are entering a new sector or geographic area and the resources required for these expansions.

• High Net Worth Individuals:

  We understand that each person’s long term and ultimate succession goals are different and we can address your concerns to meet these objectives.

• Trust Companies and Foreign Financial Institutions:

  We understand that the Foreign Account and Tax Compliance Act (FATCA) has presented some challenges to foreign Trust Companies and Foreign Financial Institutions....