We build long-standing relationships with the multigenerational families we serve. Our mission is to serve as their family office, managing and preserving their wealth, and generally addressing the complex and multifaceted needs that affluent families face today.
Another important focus is serving the adult children of our clients. They want to make their own decisions regarding their financial future – and with our experience and familiarity with their families, we are very capable of helping them.
The families we serve are often highly interested in leaving a legacy for their children, grandchildren and favorite charitable organizations. We have strategies designed to not only provide for those they care about, but also potentially generate personal tax benefits and further their overall wealth management plans.
Our knowledge of tax-advantaged investments and the tax impact of specific transactions can potentially help you keep more of what you’ve earned. Whatever the need, we’ll be here to serve you in a trustful, thoughtful and considerate manner as your family builds, grows and evolves.