For Estate Attorneys & CPAs

We Don't Replace Your Advice. We Help It Work.

The families you serve need someone who can translate legal structures and tax strategies into investment and financial planning considerations. Amber Hour focuses on the investment and financial coordination aspects of that work.

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Our Proposition to the Professional Community

Your Legal and Tax Work Deserves an Advisor Who Understands It

Estate attorneys and CPAs invest significant time and skill in designing the structures that protect and transfer family wealth. Trusts are drafted. Tax strategies are built. Legal documents are executed.

Too often, those structures aren't fully implemented at the investment level — because the family's financial advisor wasn't involved in the conversation, doesn't understand the nuances of the trust architecture, or isn't accustomed to working alongside other professionals.

Amber Hour works differently. We actively seek out the professional relationships that surround our clients — estate attorneys, CPAs, trustees and trust officers — because we believe that our clients are best served when their advisors are aligned.

We don't replace your legal or tax advice. We help coordinate the investment and financial strategy with it.

"Our role is to coordinate with attorneys, CPAs and other advisers on clients' investment and financial planning."

— Chris Chorlins, CFP®

How We Work With Professionals

A Clear Division of Roles. A Unified Strategy.

Estate Attorney

Your role: Legal structure, trust drafting, estate documents, beneficiary designations, gifting strategy and probate.

Our role: Coordinating with the attorney and client regarding investment-account titling, investing trust assets, and planning for liquidity when legal structures require it.

CPA / Tax Advisor

Your role: Tax compliance, entity structuring, year-end tax planning and strategy.

Our role: Coordinating with tax advisers, and considering the potential tax consequences of investment activity.

Trustee / Trust Officer

Your role: Fiduciary administration of trust assets and distributions per the trust document.

Our role: Investment management and financial coordination for trust beneficiaries, working within the parameters of the trust and in communication with the trustee.

Amber Hour

Our role: Investment management, financial planning, family coordination, heir preparation and the day-to-day stewardship of the family's complete financial picture — coordinating among the family's professional relationships.

Why Professionals Work With Amber Hour

What We Offer Attorneys, CPAs, and Other Professionals

Coordinated Family Wealth Planning

Our service model is designed to coordinate investment, estate and tax considerations for complex family situations.

Fiduciary Standard

As an investment adviser, we are subject to fiduciary duties to our advisory clients. Those duties are separate from the independent professional obligations of estate attorneys and CPAs; any referral arrangement should be evaluated for conflicts and handled with the disclosures required by applicable law.

Professional Communication

We actively communicate with the professional team surrounding our clients — sharing relevant information, flagging coordination opportunities and keeping everyone aligned as circumstances evolve.

Complementary Scope

We don't offer legal or tax services. We don't compete with estate attorneys or CPAs. We are a complementary relationship — not a competitive one.

Heir Preparation

We work with the next generation as part of our service model — building the financial literacy and mindset that supports the estate plans and tax structures you put in place.

Nationwide Service

Based in St. Louis and serving families nationwide — so geography doesn't limit the professional relationships we can support.

Common Referral Scenarios

When Attorneys and CPAs Call Amber Hour

Estate settlements: Clients who have inherited significant assets and need help investing, managing and planning around an inheritance — including inherited IRA distribution strategies, stepped-up basis planning and estate coordination.

Pre-liquidity events: Business owners approaching a sale who need help with financial planning, tax-aware investment strategy and the wealth management transition that follows a significant liquidity event.

Trust funding: Newly established trusts that need an investment manager who understands and respects the structure the estate attorney put in place.

Multigenerational families: Families with wealth spanning multiple generations who need comprehensive coordination — investment management, family governance, heir preparation and estate alignment.

Sudden wealth: Clients who have received a windfall — an inheritance, insurance proceeds, a business sale — and need a trusted advisor to help them navigate the financial complexity that follows.

Advisor transitions: Clients who are leaving a large wirehouse or switching advisors and need someone with the sophistication to handle their complex financial situation.