Promotions

Member Promotion Listing
<< PrevNext >>
 
Partner with Us: Strengthen Client Loyalty
From Roots and Wings Legal, P.C.
Ends 01/31/2025

Are you a wealth manager, CPA, real estate professional, or advisor to high-net-worth clients? Roots and Wings Legal™ invites you to collaborate with us to enhance your client offerings through our unique Legacy Engineering™ methodology.

Our services help your clients address their most pressing legacy concerns, allowing you to:

  • Retain Clients Post-Exit or Transition: Keep clients loyal to your practice by addressing their full wealth and legacy needs.
  • Expand Your Value Proposition: Offer family-office-level legacy services, aligned with your expertise.
  • Deepen Client Relationships: Help clients foster purpose, philanthropy, and family harmony, strengthening their trust in you.

What’s Included in the Promotion:

  • Free Collaboration Strategy Session (30 minutes): Tailored to explore how our services can complement your business.
  • Access to Partner Tools: Preview materials like the Legacy Vision Blueprint™ and co-branded client resources.
  • Complimentary Client Education Event: Host a workshop for your clients like “Turning Wealth into a Legacy of Purpose and Impact.”

View Details
 
<< PrevNext >>
Member Directory | Chamber Calendar | Member Account | Community & Member Events Calendar | Job Listings | Member Promotions | Member Announcements | Request for Information
Powered By CC-Assist.NET

Upcoming Events

Why Join the Lafayette Chamber?

Member Events Calendar >>

Connect with us on Social >>

Restaurant and Retail Guide >>

Gift Guide >>

 

“We are very impressed with your Chamber. We have been members of other Chambers over the years and it’s been nothing like the experiences we’re having right out of the gate with your organization. Thank you for your great communication, follow up, and professionalism.”
– Peter Dewey, Bayview Painting

“I couldn’t have asked for a better resource than the Chamber, as I was establishing my medical practice in Lafayette. AJ, Holly, and Sara were so responsive to my questions and gave me many ideas on networking in the community. They host several events that foster community building. I honestly cannot imagine a more robust, active, and friendly chamber as this. I’m a member for life!”
– Cheruba Prabakar, Lamorinda Gynecology & Surgery

“WE LOVE THE CHAMBER! Batch and Brine has been a member of the Lafayette Chamber of Commerce for almost six years. We value and appreciate the incredible amount of work this organization produces for our community through many events and support for each business. The networking and education of information that’s spilled out weekly for the business community is impressive. They are a helping hand in so many ways for our business community and beyond. We couldn’t be part of this community without being part of the chamber. Lafayette Chamber is one of the best organizations we’ve worked with, so don’t think twice about it, join the Chamber!” – Rolla Ghaben, Batch & Brine

“The Chamber was instrumental in helping us open 14 years ago. The staff went out of their way to help us make connections and ensure we were successful. We would not be where we are today without the Chamber!”
– John & Colleen McCormick, Lamorinda Music