Financial guidance is better when it’s personal
To ensure that we remain able to provide the level of service, which our clients, existing and new, deserve, we have certain minimum thresholds for new individual clients. The general thresholds are:
- $500,000 of liquid assets for new clients (referral only);
- $250,000 of liquid assets for friends of clients;
- No minimum for family members of existing clients
While we have stated minimums, we are flexible. For example, if you do not meet the threshold but will likely meet them in the foreseeable future, we would waive the minimum. Our goal is to develop long-term relationships with our clients. Please contact us with regards to your specific situation.