Who We Serve
Ultra High Net Worth Individuals and families face a variety of challenges from estate planning, business continuity planning, family office services, and guidance on setting up and managing the proper governance structure to transferring wealth. We can help clients manage and transfer their wealth in addition to helping educate future generations to be stewards of the family wealth
With our deep experience in Fortune 100 and small business consulting, we can create value for our client's business endeavors including cash flow optimization, monetizing the business, business continuity planning, and tax optimization strategies that increase the business owner's after-tax return.
C-level executives often have concentrated stock positions with limited trading that causes challenges for proper portfolio management. We help these clients develop strategies to diversify their portfolios and manage concentration risk while implementing a plan to transition to a diversified portfolio.
Healthcare professionals face unique challenges, from low initial compensation and high debt burdens, to high salaries and the need to have adequate insurance coverage. What's more, the progression from one phase to another happens quickly and proper planning is the key to having peace of mind.
While many big brokerage firms and financial advisors are shunning smaller accounts, we have a solution for those individuals early in their wealth accumulation phase. We are firm believers that everyone should have access to quality fiduciary advisory services.