I want to be able to provide my clients with a holistic picture of how to maintain an entity, then refer them off to attorneys for the legal stuff (like annual filings, operating agreements, etc). 

The key to incorporating any sustainable approach into a project cost effectively is looking at things holistically to find ways to balance costs with performance. 

If you are interested in taking a more holistic approach to personal development, I would suggest Radical Acceptance by Tara Brach or The Four Agreements by Don Miguel Ruiz.

Again keeping in mind, choice are to be made when taking into account a holistic approach.This is where sometimes working with a qualified and knowledgeable professional does bring this into perspective.

They are resilient, LEED, skilled  labor apprenticeships and % of my profits go toward research, care and holistic wellness for opiate addicted pregnant women and their children in an off grid residential center/transformational community.

I'm in the process of buying my third property, and am starting to think about how I can create a holistic financial picture of my entire portfolio (rather than manage each property individually).

@LarryFried Yes, I have a huge passion for organic, whole foods and holistic healing/living!

I'm looking for a something that gives me a holistic approach of all of our income/expenses across our whole portfolio without having to go into multiple bank logins and manually add it to spreadsheet.

The bottom-line is that there is risk, you can take steps, but you have to take a holistic approach to risk management and not depend on one option.

I like to see my investments diversified from a holistic approach and see them in 4 parts: S-Corporations, Equities, Cash and Real Estate.