The Rushmore Group

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5000 Birch St Ste 100
Newport Beach, CA 92660
+1 (949) 253-0480
http://rushmoregroup.com

The Rushmore Private Client Group, established in 1981, specializes in diagnostic services aimed at identifying tax and liability risks within the legal and financial documents of high net worth individuals and families. With a focus on preserving family wealth, their clientele primarily includes owners of privately held companies and large real estate portfolios in California and Nevada.

Their signature offering, the Rushmore BluePrint Diagnostic, provides clients with a comprehensive visual representation of their estate planning and financial structures, enabling better understanding and retention of crucial information. This innovative approach seeks to enhance clarity and engagement, ensuring that clients are equipped to manage their estates effectively and avoid potential pitfalls.

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