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  • “Family counselor, legal advisor, negotiator, estate planner. Sherwood Guernsey (and his colleagues) does it all and does it well, with intelligence, wisdom, imagination, discretion, care and humor. I cannot recall a time when we turned to Sherwood for counsel and came away disappointed. He invariably adds value.”

    Dick Sabot, Williamstown

CAMP

Comprehensive Asset Management Program

The Comprehensive Asset Management Program is a design-your-own service for individuals and families who have a high net worth, with complex asset structures and want to protect or expand them, trusting that all related matters will be accomplished without worry. We work as a team with your accountant, investment advisors and any company personnel integral to your transactions and portfolio.

The program components can range from doing all the bookkeeping and transactions for an active entrepreneur, to simply handling all of your personal legal matters. Quite often, establishing a detailed estate plan or various holding entities is a core part of this service.

Remember: it is design-your-own, so tell us what you need and we can design a specific program that will address your needs, and allow you to use your time most effectively to create or manage your business and investment interests.