Who We Serve

Agri-Businesses

California is fortunate to have some of the world’s most productive farmland. Many of the businesses in the Central Valley that provide dairy, fruit, and nut products are still family-owned. Each one has unique family and business-related issues that require thoughtful planning to address and solve.

Non-Profit and Charitable Organizations

Grant Hinkle & Jacobs recognizes the important contributions that non-profit and charitable organizations make to our communities, our nation, and the world. We are fortunate to work with charities and their donors on strategies that create a win-win result for all parties, and we are proud to support and serve on boards and committees of several non-profit organizations.

 

Credit Unions

Credit Unions must provide meaningful benefits to their key employees in order to compete with other non-profit and for-profit financial institutions when attracting and retaining top talent. Many existing plans that have been established to meet these obligations are not sufficiently funded, tax efficient, or are unnecessarily risky.  Grant Hinkle & Jacobs has unique experience in helping credit unions design and fund these benefit plans for their key employees.

Families

At Grant Hinkle & Jacobs, we work with successful families and individuals across the country to help them accomplish their asset protection, wealth transfer, and life insurance planning goals. It is satisfying to see the sense of relief that our clients experience when they realize that they and their loved ones are protected.

Privately Held Businesses

Grant Hinkle & Jacobs’ corporate clients represent a variety of industries, including real estate, construction, manufacturing, automotive, agricultural, hospitality, and professional services, such as legal and medical. Most are closely-held or family-owned enterprises, and many are involved in both interstate and international commercial activities.

Developers and Contractors

Real estate is a unique industry and a unique asset. With offices in San Diego, CA and Ft. Myers, FL, we are accustomed to working with clients who are involved in nearly every facet of the real estate business. From land developers and building contractors to real estate investment groups and consortiums, Grant Hinkle & Jacobs has the experience to assist with estate and retirement planning, taking into account the uniqueness of the assets involved.

© 2017 Grant, Hinkle & Jacobs