In our experience, while your personal lives are busy, your professional and financial lives are–typically–even more demanding. Most likely, you simply aren’t able to devote the time necessary to properly manage the details of your financial affairs.

While you’re spending time balancing what’s most important to you personally and professionally, it’s all too easy to neglect what’s important to you financially.

Our services are designed to assist those clients that require hands-on professional assistance in building, protecting and managing their wealth. In addition, we understand the importance of staying connected and informed and we therefore work in close collaboration with accountants, lawyers and other professional advisors you may require.

Professionals, Businesses & Foundations

These are some examples of the businesses we help:

  • Medical & Dental Professionals requiring a partner in managing their Personal and Corporate Assets.
  • Legal & Accounting Professionals requiring assistance with their personal assets and a trusted partner with shared clients.
  • Business Owners and Farming Professionals who need help managing their personal and business assets.
  • Foundations, Institutions and Pension Plans needing professional and disciplined management of their investments.
  • Non-profit organizations requiring assistance managing investment assets according to specific guidelines.

Individuals & Families

  • Successful Executives looking to enhance the growth of their wealth.
  • Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security.
  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner.
  • Philanthropists looking for creative ways to enhance their legacy.