Our Advisors

Nothing beats the reassurance and peace-of-mind that comes from being advised by a focused, empathetic team working in an unhurried, informal and relaxed ‘family office’ environment.

Clear, crisp client communication stands at the heart of our practice, and we take great pride in the fact that our partnership team is backed up by a group of associates whose dedication to personalized, prompt and friendly service is second to none in the industry.

We will gladly work with your existing network of advisors — such as your accountant and your lawyer — to ensure that your financial affairs are managed efficiently. And, as necessary and appropriate, we will happily provide a referral to outside expertise.

Contact us to arrange a consultation.