Testimonials

 

“He’s professional. He’s easy to work with. He’s knowledgeable and he knows his stuff.”

Adam Gerry
Client, Granite Associates, L.P.

 

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“He’s professional. He’s easy to work with. He’s knowledgeable and he knows his stuff. He’s had success in his business. He’s a great guy to work with and very trustworthy. I don’t know anybody better for what he does. When it comes to serious issues he can help you lighten the mood on very heavy topics. A great person to work with and makes heavy issues more enjoyable to address and deal with.”

“I met Bob back in 2006 and we worked on various estate issues and trust issues. It is great to work with a very organized professional that has a great knowledge of the subject.”

“Bob’s been a trustee on several of my children’s trusts for several years. And with the birth of my son a few days ago, I plan on Bob being trustee again. He’s a great guy. Reliable. I have a lot of faith in him. He’s got good judgement and he understand my needs, my concerns and those needs and concerns for my family as well. I just trust him. He’s great to work with. I am really lucky to know him and have him involved in my family.”

Adam Gerry
Client, Granite Associates, L.P.

 


 

“Bob Kleinknecht is one of the smartest people I know. He has character, integrity. I would absolutely trust my family with him for any estate planning needs.”

Shelley Perry
Managing Director, Providence Family Offices

 

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“Oakstone and our company have the same client base. We actually setup and administer family trust companies for clients. This is something we will be working with Bob to do because he has the expertise. Usually, you don’t need a family trust company unless you have a lot of complexity in your life and in your business. Bob understands that completely.”

“Bob Kleinecht is one of the smartest people I know. He has character, integrity. I would absolutely trust my family with him for any estate planning needs.”

“Bob put this advisory group together where he has professionals that meet once a month to really work together and share information. The professionals are from different areas but all in the wealth management, estate planning area. We’ve got a CPA, financial advisors and also a trust officer from a large trust company. We meet and he always provides lunch and we discuss issues that are pertinent to all of us and share information. It’s a great thing that he put together, so I hope it will grow into more members.”

“Bob actually introduced me to my business partner, Jill Creager. Im a managing director of Province Family offices. We’re a multi-family office and a fiduciary software company. Bob and Jill were on the drafting committee for the Family Trust Company legislation for Florida. I had told Bob that I’d been working as a Trust officer and that I was thinking about going out on my own and he said you should talk to Jill first. I did and the rest is history. We’ve been working together since then.”

Shelley Perry
Managing Director, Providence Family Offices

 


 

“When we were done we felt very comfortable that we had done the right thing. it’s worked out very well.”

Timothy Bath
Client, Professional Photographer

 

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“When we finished he said you know you have my phone number. You can call me anytime you want with any questions you have. Please feel free to call. He also gave us the number to give to our son who would be the executor of the estate once we pass on.”

“So now that Bob has done that we didn’t realize that you were going to get that kind of service. When we were done we felt very comfortable that we had done the right thing and our son was very happy to get all of the information too.”

“So it’s worked out very well.”

“It looked at our estate and said well if this happens we’re going to go here, if this happens were going to go there. When it was all finished every contingency, every problem that we might have was looked at and had a solution. So when you’re done and your life is gone and you’re done with this world you know that everything is going to be taken care of. The kids are going to get what they need and we just feel really comfortable. In this day and age you know it’s just nice to have something that you can hang on to and I think this is it.”

“The interesting thing is we’ve actually, in our lives had three or four lawyers that we worked with on our wills when we came down to Florida because the law changed we went to another lawyer down here before we met Bob. The lawyer did a pretty fair job but there was an atmosphere there of “I’m in charge, listen to what I have to say”. A lot of lawyer-ese. With Bob I didn’t get that.”

Timothy Bath
Client, Professional Photographer
 


 

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Oakstone Law
1415 Panther Lane, Suite 439
Naples, Florida 34109
Tel: 239.206.3454