Advanced strategies for your wealth

Our team believes in leveraging the tools and resources the affluent use to manage their wealth to support our virtual family office clients. We are well-versed in stress testing, tax planning opportunities, and strategies for wealth preservation, cash flow maximization, legacy planning and philanthropy.

We engage in complex, advanced planning to create a road map for your financial future, taking into account your deeply held values and desired lifestyle. The plan is brought to life through a coordinated team of qualified professionals, supporting you in making optimal financial decisions.

By starting with an in-depth understanding of your family dynamics, we stay in step as your life unfolds.
Steven E. LeClair, CFP®, CEPA | Managing Director