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Where Business Strategy Meets Legacy Planning

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Our Services

Trust & Estate Planning

- Trust Creation & Administration

- Succession & Probate Planning

- Special Needs & Asset Protection

- Revocable and Irrevocable Trusts

- Generational Wealth Coaching

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Entity Formation & Business Structuring

- LLC & Corporation Formation

- Operating Agreements & Bylaws

- Ongoing Compliance & Governance Support

- Business Plan Development

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Financial Oversight & Reporting

- Net Worth Tracking & Cash Flow Management

- Budgeting & Financial Organization

- Coordination with Financial Advisors

- Investment Oversight Support

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Tax Strategy & Coordination

- Tax Planning & Optimization

- Gift & Estate Tax Strategy

- CPA & Tax Attorney Coordination

- Tax- Efficient Charitable Giving

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Family Education & Governance

- Financial Literacy for All Generations

- Family Meeting Facilitation

- Governance Planning & Mission Statements

- Next-Gen Wealth Education

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Philanthropy & Legacy Planning

- Charitable Trusts & Foundations

- Purpose-Driven Legacy Development

- Donor-Advised Funds

- Impact & Values-Based Giving Strategies

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Lifestyle & Personal Services

- Expense Management

- Insurance Reviews and Risk Management

- Real Estate Oversight

- Document Vaulting & Personal File Management

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Client Onboarding & Concierge Support

- Custom Roadmap Creation

- One-on-One Consultations

- Ongoing Client Relationship Management

- White-Glove Service from Start to Finish

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Why Choose Controllers, Ltd?

At Controllers, Ltd., we believe legacy planning should feel personal - not transactional. We're not just managing assets, we're helping families build better futures.

Family-Centered Approach

We take the time to understand your values, not just your valuables - because your legacy is more than a balance sheet.

One Stop, All in One

From trusts and tax coordination to entity structing and financial reporting - we simplify the complex, all under one roof.

White-Glove, Concierge Level Service

You'll never feel like just a number. Our hands-on team delivers personalized support from your first call to every milestone after

Legacy Minded, Future Focused

Our team doesn't just plan for today - we guide you through every stage of generational planning with intention and care.

Joe & Becky Liguori - Ohio

"We started working with Scott a few years ago. It has been so valuable we continue to renew our time with him.

The return on the investment of working with Scott has been priceless. You cannot put a dollar amount on asset protection and estate planning. If we didn’t start working with Scott when we did, we could have paid a lot more money out than what we paid to work with him.

Scott has a tremendous amount of passion when he teaches and works with his clients. He has an extremely high level of knowledge. However, even with this high level of knowledge, he has a way to make it simple enough to follow his recommendations.

If you have a business or even considering a business, you need to reach out to Scott and his team today. Establishing asset protection and estate planning before you need it is critical. It could potentially cost you and/or your beneficiaries more later if you do not do it now."

Our Team.

At Controllers, Ltd., you’re not just another file or faceless account. You’re working with a close-knit team of dedicated professionals who take the time to truly understand your family, your goals, and the legacy you’re building. We believe in personal connection, long-term relationships, and being present for every step of your planning journey—because behind every trust, entity, or financial decision is a family that deserves to be heard, supported, and protected.

Meet the Team

Our Services

Why Choose Controllers, Ltd?

Our Team.

Privacy Policy

Terms & Conditions

Our Services

Why Choose Controllers, Ltd?

Our Team.

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Privacy Policy

Terms & Conditions