Bringing forward our dedicated experts, we help with:

  • Investments
    • A customized portfolio for you based on your unique circumstances, time horizon and risk tolerance
    • Consultation services and professional trade execution for families of significant wealth, quasi-institutions, corporations and non-profit organizations
       
  • Financial Planning
    • Understand how much capital you need to be secure and financially independent
    • A financial projection to address concerns at any life stage, such as gifting to children or security in retirement
       
  • Tax & Estate Planning
    • Benefit from an awareness of tax-smart strategies personalized to your circumstances
    • Ensure your Will and estate planning are efficient and tax effective
       
  • Insurance
    • A review of your existing insurance policies
    • Purpose-driven insurance solutions to achieve tax minimization and protect your family
       
  • Philanthropic Giving
    • Consultation on legacy giving
    • Public foundations, private foundations, trusts, etc.
       
  • Business Owner Services
    • Personal and Commercial lending
    • What is your business worth, what to do to make it worth more before sale, tax strategies
       
  • Non-Profit Foundations
    • Specialized banking services
    • Data analytics to help non-profits improve fundraising and awareness