Guidance geared specifically to affluent individuals and families

Our objective is to serve as your family’s financial advisors for life, handling all matters related to managing and preserving your wealth, and building your legacy – so you are free to focus on the people and priorities in life that matter to you most.

We have deep experience in addressing the important financial matters successful individuals face, including asset protection, tax planning, managing cash flow, valuing a company or practice for purchase or sale and, ultimately, enjoying their financial independence.

Family is important to our clients, so we take extra measures to truly understand their family dynamics and fulfill the wishes they have for their loved ones. We help our clients have a legacy plan that not only provides for their family and the charitable causes they’re passionate about, but also has the potential to yield 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 company benefits. We have strategies designed to resolve this risk, while also mitigating the tax implications. Whatever the need, we’ll be here for you throughout your life – and for the next generation of your family.