Business Owners

Professionals

Established Families

Retirees

Philanthropists

Michael's services are designed for clients who have reached the stage where their financial affairs have become increasingly complex and they require professional assistance managing their financial assets. Clients include:

  • Successful business owners and self-employed professionals who need help managing personal and business assets
  • Busy executives looking to free their time to focus on personal and career goals
  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
  • Pre-retirees who want to make the most of their 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 legacies to chosen charities
  • Non-profit organizations requiring assistance managing investment assets according to specific guidelines