Our clients are a diverse group ranging from individuals and families to businesses. We recognize the differences in the lives and business of our clients and we are committed to providing personal financial guidance.
As a business owner, you’ve built something you care about – and you want to see it last. We understand. We’re well-versed in the challenges and opportunities before you.
As an executive, you split your time and energy between the office and home, with little to spare. You know your personal portfolio deserves that same level of dedication and high-level thought. More than that, it may be the most profitable thing you do, because the more your money works for you, the less you have to work for money.
I have had the privilege of guiding generations of clients through the complexities that accompany wealth. Building your financial strategy is like building a house. My role is like an architect’s – design for beauty, while ensuring durability and flexibility, and assembling experts when and as needed - guiding you on the straightest path to your financial objectives.
Intergenerational wealth management requires a sophisticated and disciplined approach designed to help achieve your goals and aspirations in any market environment. We apply this principle in assisting wealthy individuals, families and foundations with the management of substantial and complex portfolios. In the pursuit of securing your financial future, we coordinate and help simplify challenging issues, including oversight and reporting requirements, investment due diligence and risk assessment, providing select families with a comprehensive range of custom services.
Non-profit organizations require financial stability, meaning a reliable portfolio and consistent returns. The mechanisms of managing the portfolio are the same – investment markets, how to approach asset diversification, risk assessment. The difference is identifying what is important to the mission of the organization, what resources are available and what threats could impact all of that. Building a long term future is like building a facility. As your architect, we seek to design for the mission, but also ensure durability and flexibility.