INDIVIDUALS & families
We serve successful families and individuals who understand the wisdom of having a well-designed financial plan for addressing important priorities such as funding their children’s college educations, and having enough for retirement.
The importance of family is a universal theme among our clients, so we take extra care to understand their family dynamics and address the wishes they have for their loved ones. We help our clients have a legacy strategy that not only provides for their family and the organizations they’re passionate about, but also has the potential to generate tax benefits and further their overall wealth management plan.
Many times, we find that a family’s wealth is concentrated in a single stock, received through inheritance or benefits from a successful business career. We have strategies designed to resolve this risk, while also mitigating the tax implications.
Whatever the need, we’ll be here for you as your family grows and evolves into future generations. Our objective is to serve as your financial partner for life, handling all matters related to managing and preserving your wealth, and building your legacy – so you are free to focus on the things in life that matter to you most.
“Set a goal that commands your thoughts, liberates your energy and inspires your hopes.”