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Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner.
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High-net-worth individuals seeking a higher level of personal service and assistance managing significant assets.
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Successful executives looking to free their time to focus on personal and career goals.
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Business owners and self-employed professionals who need help managing personal and business assets.
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Business owners looking for succession planning advice.
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Professionals such as lawyers and accountants seeking assistance with their own assets.
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Pre-retirees who want to make the most of their retirement savings as they approach retirement.
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Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security.
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Philanthropists looking for creative ways to enhance their legacy to chosen charities.
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Not-for-profit organizations needing professional investment management with institutional pricing.
