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Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
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High-net-worth individuals seeking a higher level of personal service and assistance managing significant assets
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Successful executives looking to free their time to focus on personal and career goals
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Business owners and self-employed professionals who need help managing personal and business assets
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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
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Pre-retirees who want to make the most of their retirement savings as they approach retirement
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Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security
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Philanthropists looking for creative ways to enhance their legacy to chosen charities
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Not-for-profit organizations needing executor and trustee services, professional investment management, custody and administration, and more
