Randall believes that business succession, asset protection and estate planning are less about numbers and much more about helping people preserve, protect, and provide for who and what is most important to them.
Randall also specializes in counseling ultra-high net worth individuals as well as their advisors in areas of asset protection, business succession development, and philanthropic and wealth transfer planning. Such individuals include owners of closely held businesses, entrepreneurs, ranchers, farmers, venture capitalists, investors, lawyers, doctors, inheritors and former professional athletes. Randall has collaborated with hundreds of professionals across the country on cases involving ultra-high net worth clients. He also mentors and teaches attorneys, financial advisors, insurance wholesalers, and CPAs devoted to the ultra-high net worth market. Randall’s clients come from referrals across the nation, including existing clients, financial advisors, estate planning attorneys, philanthropic advisors, accountants, insurance wholesalers, and many other business professionals.