serving individuals in work and in retirement

Our clients are intelligent, successful people, who lead busy fulfilling lives. They prudently recognize that wealth planning and investment management are not their main areas of expertise, and while these matters are essential to one’s financial well-being, they have neither the time nor inclination to manage them on their own.

They tend to have more complex needs such as selling a business, funding an endowment or managing corporate benefits.  It requires experienced guidance on elements such as stock option planning and estate planning, while also taking into account their family dynamics when building a multigenerational wealth plan.

As a result, our clients prefer to leave these important matters to us, so they can devote their time living their lives, building their career or business, managing their organizations, or simply enjoying their interests and activities.