Our services are designed for clients who have reached the stage where their financial affairs have become increasingly complex and they require professional assistance managing their financial assets. Clients include:
• Busy executives looking to free their time to focus on personal and career goals
• Successful business owners and self-employed professionals who need help managing personal and business assets
• 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 transferring wealth to the next generation in a tax-efficient manner
• Philanthropists looking for creative ways to enhance their legacies to chosen charities
• Non-profit organizations requiring assistance managing investment assets according to specific guidelines
