Who We Can Help

  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner.

  • High-net-worth individuals seeking a higher level of personal service and assistance managing significant assets.

  • Successful executives looking to free their time to focus on personal and career goals.

  • Business owners and self-employed professionals who need help managing personal and business assets.

  • Business owners looking for succession planning advice.

  • Professionals such as lawyers and accountants seeking assistance with their own assets.

  • Pre-retirees who want to make the most of their retirement savings as they approach retirement.

  • Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security.

  • Philanthropists looking for creative ways to enhance their legacy to chosen charities.

  • Not-for-profit organizations needing professional investment management with institutional pricing.