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Palmerston Group uses “Team of Experts” financial planning and wealth management to help business owners and high net worth families facing taxes, complexity, and risk. A DIFFERENT WAY: Maximize Expertise AND Client Benefit by Building Customized Teams of Specialists. Our Focus •Taxes • Wealth Management • Retirement Planning • Estate Planning • Risk Mitigation • Bus. Succession • Philanthropy • Financial Planning We Help • Business Owners navigate high taxes, entity planning, growing estates, and complex balance sheets (business and personal). • High Net Worth Families where two or more advanced planning issues intersect. Standard formulas and planning software are out, and customized teams of experts make sense. From blended families and special needs to complex compensation, estates and more. • CPAs do more planning for their top clients. When High Taxes, Complexity and Risk are THE ISSUES, Expertise is POWER. And TEAMS OF EXPERTS are a SUPERPOWER. GET YOUR FREE ASSESSMENT

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