Our membership is comprised of experienced professionals serving high net worth clients. Our members are well-known in their respective industries. They are and want to be on the cutting edge of customized and effective planning for individuals and families. One of the things that make our members unique is their incorporaton of a charitable component to further their own and their client's philanthropic goals.

Our members come from a variety of professions:
♥  Accountants
♥  Attorneys
♥  Financial Planners
♥  Insurance Professionals
♥  Philanthropy Consultants
♥  Trust Officers

We also have members that are Non-Profit Professionals who have found value in networking with our other members and the educational opportunities we provide:
♥  Foundation Executives
♥  Planned Giving Officers