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InKnowVision is a multi-disciplinary advanced planning team and processing office dedicated to serving professional advisors and their high net worth client cases.
Estate Planners and Tax Professionals can use our four step process to help secure high net worth engagements so they can protect their clients and demonstrate incredible value that serves the diverse needs of their high net worth client.
We serve boutique firms whose clients have net worth's of $20M to $100M, who are in need of advanced estate planning and high net worth tax planning. These firms include: boutique estate planning law firms, independent RIA firms, small fee-only planning firms, and independent CPA firms.