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Bill B., Business Owner

After selling our primary business to private equity almost 20 years ago, on the recommendation of a friend we reached out to David Taylor to develop and implement a comprehensive estate plan for the benefit of our family and to ensure an orderly succession of other varied business interests. David braved the elements, traveling through a significant snowstorm to meet us at our home. That was the beginning of a true and treasured friendship and a strategic partnership that extends to this day. With the utmost integrity and professionalism, the Taylor team works tirelessly to guide and support us in business and estate matters, simple and complex. David serves as our most trusted advisor. More importantly, to us, he’s family.

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