Account Minimum  

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:

  • $1,000,000 net worth for new 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.