Strategic Client Alliance Program

A program for professional service providers.

Your affluent clients require advanced income, estate and asset protection but your firm doesn't offer these services. The SCAP affiliation allows you to maintain your clients while sharing in the revenues from our estate planning services.

Our work is exclusively dedicated to trust and estate matters and strategic asset protection.

Our Strategic Client Alliance Program was created for attorneys and law firms that care about their clients' and colleagues' financial legacies but don't offer these services. Your clients stay in-house with your firm as we safeguard those client relationships for all other types of legal services.

Your affluent clients require advanced income, estate and asset protection but your firm doesn’t offer these services. The SCAP affiliation allows you to maintain your clients while sharing in the revenues from our estate planning services.

"Our client faced a $75 million debt collection lawsuit and Jeffrey Verdon's estate planning design helped me settle the claim for $5 million. Our client is incredibly relieved and thrilled with the result."
- William Lobel, Esq., Newport Beach, California