Who We Can Help
Our current clientele include the following:
- Individuals and corporations
- People who share our investment philosophy
- People who want to delegate the day-to-day investment decisions to professionals
- Successful and busy executives looking to enhance the growth of their wealth
- Busy professionals who desire assistance with their personal assets and professional corporate assets
- Business owners who need help managing their personal and business assets
- Pre-retirees who want to make the most of retirement savings as they approach retirement
- Widows or widowers and seniors who recently lost their key financial decision maker and desire some formal assistance in the administration of their wealth
- Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
