We provide family office and wealth management services to clients seeking best-in-class resources that help organize their finances and lend clarity to their direction.

Some of the clients we work with include:

Business Owners and Entrepreneurs

For entrepreneurs, the line between business and personal is often blurred, and it is not uncommon that your business gets more attention than your personal finances. Our goal is to help business owners and entrepreneurs leverage the success of their business into personal financial security and independence.

We provide detailed strategies to help you build a long-term plan to achieve your desired outcomes for both your business and personal finances. We help protect against the risk and potential downside of operating a private business, maximizing your income, minimizing your tax burden, and striving to ensure that you are prepared—financially and personally—for life after business.

Every business owner has unique goals for transferring or selling their business, and we will work with you well in advance to clarify your goals, consult with you on various exit strategies, and help make sure that you are prepared and able to capitalize on the ultimate succession of your business.

Physicians

Physicians are often highly compensated, but the rigors of their career leave them with little time to manage their finances and investments. We will build and implement an ongoing plan to meet your short and long-term objectives, incorporating solutions to help pay off debt, manage your cash flow, protect your livelihood and family, prepare for retirement, and create a legacy for your children and grandchildren.

Multigenerational Families

We help families across multiple generations make wise decisions about the direction and purpose for their wealth. We place an emphasis on clarifying family values and communication across generations as we work to preserve and grow your assets. We will help design a blueprint for your family’s vision; oversee cash flow, investments, tax strategies, and estate planning; and provide a wide range of administrative and concierge services.

Executives

Corporate executives often lead a busy and complicated life. Compensation structures have many options and require continual oversight. When you delegate the management of your personal finances to us, we will apply best practices and coordinate across all the areas of your wealth, including executive benefits. You will receive ongoing planning that helps optimize your compensation, organizes your cash flow, minimizes your taxes, and prepares you for life after career. In doing so, we will help free you of the time-consuming obligation of managing your finances so you can spend your valuable time on your company and family.

Philanthropists

As a philanthropist, you should have the opportunity to make the widest impact possible. Our objective is to help you contribute more deeply to the causes you care about by efficiently and effectively organizing your giving. We will take the time to understand your charitable objectives in depth and establish the philanthropic vehicles that help you carry out your goals. Your strategies will emphasize low taxes and fees so that you can direct even more of your money toward your charitable pursuits.