Executives and Professionals
Our executives and professionals are typically high income, but short on time. We help prioritize goals, build assets while managing debt, and juggle career aspirations with family life.
Many business owners have the majority of their wealth tied up in one asset their business. Business affairs can be complex, and taxes should always be a major consideration. We work to bring together the various moving parts into a cohesive plan. Our business owner specialists work with our clients when they are considering a major reorganization, succession plan, or outright sale.
Affluent Families and Individuals
Affluent families face a number of diverse issues. Among them are generating a stream of income, legacy and estate transfer considerations, charitable giving, ensuring investments will last, and asset protection. Our discovery process helps define the major goals and hurdles, and then we can identify the best course of action.
Charitable Foundations and Non-profit Organizations
These entities often have clearly defined goals and investment parameters. We can match the criteria with high-quality solutions, and ensure that decision makers meet their fiduciary and record keeping duties.