Who we help

 

Our services are designed for individuals, families, and institutions that require or prefer personalized and professional assistance in managing their financial assets. With our custom approach, there isn’t anyone whom we cannot help, though we have expertise and experience in serving several key groups.

Entrepreneurs & owners

  • Real estate investors
  • Private equity investors
  • Investment professionals
  • Hedge fund managers

C-suite professionals

  • Founders
  • Directors
  • Executives

Individuals & families

  • Families and family offices
  • Professionals
  • Entertainers and athletes

Organizations

  • Foundations
  • Institutions
  • Pension plans

If a client is seeking a sophisticated professional who understands their unique, complex financial situation – and who will simplify and optimize it for them – I’m the advisor for them.

– Scott C. Murray