Michael Lockhart - 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
Professional athletes and entertainers who require tailored advice for their unique circumstances
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

Who We Help