Private clients
High-net-worth individuals
In some cases, our client’s family wealth has been passed down across generations. In other cases, it has been newly acquired by the first generation. In all instances, however, the need for financial, legal, estate, tax and investment advice is critical in maintaining and growing the family nest egg as safely and efficiently as possible.
Small business owners
Whether for business owner planning or business succession planning, many entrepreneurs require specialized advice that needs to solve multiple issues – and sometimes issues that are at cross purposes.
Healthcare professionals
Operating in a unique hybrid corporate structure, healthcare professionals benefit from the customized planning that is specific to the healthcare industry and its workers.
Business professionals
Many times, these professionals are unaware of the savings, investment and wealth strategies that can benefit this group – strategies tailored to their specific circumstances.
