FOR EVERY ESSENTIAL FINANCIAL MATTER
We offer a highly personalized boutique client experience, going beyond wealth management and offering our own proprietary solutions. We are the architects of each unique structure. And when necessary—collaborate with attorneys, tax consultants, trustees and portfolio managers.
In addition to managing and preserving our clients’ wealth, clients come to us for numerous matters that are integral to their continued success, such as funding solutions, complex insurance structures, tax-efficient structures, business succession plans and asset protection.
We position ourselves as a boutique investment banking service, specifically geared toward the entrepreneurial family and its closely held business. We address our clients’ challenges with the same consideration and responsibility that we would apply to our own business and family.