Who We Help:

  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner

  • High-net-worth individuals seeking a higher level of personal service and assistance managing significant assets

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

  • Business owners and self-employed professionals who need help managing personal and business assets

  • 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

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

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

  • Philanthropists looking for creative ways to enhance their legacy to chosen charities

  • Not-for-profit organizations needing executor and trustee services, professional investment management, custody and administration, and more