We have had the privilege of guiding generations of clients, applying a consultative approach to managing the complexities that accompany wealth. Our offerings reflect the distinct needs of the families we serve, including coordination with other professional advisors such as CPAs and attorneys to help ensure our service is in harmony with all aspects of your life.
We help families address the many financial matters they face, balancing today’s needs with the goals of tomorrow. There are college educations to be funded and insurance plans to be made for protecting your family. Whatever the need, we’ll be here for you as your family builds, grows and evolves into future generations.
Often times, family wealth is concentrated in a single stock received through inheritance or a successful business career. We have strategies designed to hedge, monetize, diversify or transfer assets, while mitigating tax implications. Another risk to wealth is the erosion of investment gains due to taxes. Our knowledge of tax-advantaged investments and the tax impact of specific transactions can help you keep more of what you’ve earned.
The heads of families are also highly interested in leaving a legacy for their children, grandchildren and community organizations they support. We have strategies designed to not only provide for those you care about, but also potentially generate personal tax benefits and further their overall wealth management plans.
Our mission is to serve as your family’s financial advisors for life, handling all matters related to managing and preserving your wealth, and building your legacy – so you are free to focus on enjoying your life and the people important to it.