Our clients have achieved massive success in their professional careers and personal pursuits, and with that success comes the responsibility of managing their wealth. Our clients rely on us to shoulder that burden and guide them through the financial planning process. No two clients are the same, and we curate each path based upon the unique goals and aspirations of our clients and their families.
Some believe that it is easier to make money than to maintain it. We structure custom plans to help our clients achieve their long-term financial goals, accounting for the wide variety of headwinds that can be encountered along the way.
Multi-Generational Wealth Transfer
For high-net-worth clients, tax-efficient passage of assets from generation to generation is paramount. We employ a variety of estate planning techniques to leverage tax laws and transfer value in the most efficient means possible.
We have had the pleasure of working with some tremendously philanthropic individuals over the years, and we have extensive experience in structuring entities and gifting programs to assist with these goals, no matter the size or scale.
We do not employ an asset “minimum” when evaluating potential client relationships, but over the years, we have found that our suite of services is best suited for individuals and families with assets in excess of $25MM.