Our services are designed for individuals, families, businesses, and other organizations requiring professional assistance managing their wealth.
- Senior executives looking to enhance their retirement savings beyond normal pension limits, diversify exposure to their company stock, and coordinate multi-faceted financial affairs
- Professionals such as lawyers, accountants, luxury real estate specialists, private bankers, and account managers who may require assistance with their personal assets as well as a trusted partner to service shared clients
- Incorporated professionals such as doctors, dentists, veterinarians, and pharmacists who may need a greater range of wealth management options and can benefit from enhanced retirement benefits only available to them
- Owner/managers who need help managing their personal and business assets, preparing for their upcoming business succession, converting business assets into personal assets tax efficiently, and potentially equalizing their estate
- Pre-retirees who want to make the most of their savings as they approach retirement
- Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security
- Well-established families seeking professional guidance to transferring wealth to the next generation in a tax-efficient manner
- Charitable foundations and non-profit organizations requiring investment management according to specific guidelines
