Ehren's services are designed for individuals, families, businesses and organizations that require professional advice, including:

  • Investors who want to delegate the management of their investments to world-class money managers selected in consultation with a knowledgeable advisor

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

  • Professionals like lawyers or accountants seeking assistance with their own assets, plus a trusted partner to provide professional and highly ethical service to shared clients

  • Successful business owners who need help managing their personal and business assets

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

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

  • Families seeking professional guidance to preserve and transfer wealth in a tax-efficient manner

  • Not-for-profit organizations requiring professional assistance to manage investment assets