MEETING YOUR MOST SOPHISTICATED NEEDS

As you accumulate assets and build wealth, your needs naturally grow as well. This is why our roster of private client services has grown throughout the years. Our continuously expanding capabilities allows us to serve the sophisticated needs of the affluent families and individuals we serve. You will notice that the scope of services we offer is more akin to a family office than that of what a typical advisor might offer. Whatever your need may be, we are committed to providing the attention and service it requires. Our private client services include:

•  Estate planning
•  Insurance planning
•  Wealth Transfer Planning
•  Asset protection

•  Private family funds
•  Cross-border transactions
  Pre-Immigration Planning
  Philanthropic strategies

  Tax planning
  Strategic structured solutions
  Private investments
  Complex asset financing