Principles of our work
01.
Specialized Expertise
We work exclusively with families of great wealth. This focus gives us deep, unmatched experience in this complex area of wealth management.
02.
Independent & Aligned
We are uniquely aligned with the needs of the families we serve. Because we receive no compensation, payments or commissions from any third party, we are completely independent of any influence on our advice.
03.
Simplification
Our team works closely with our clients to simplify their complex financial and personal lives so they can focus on what’s most important to them – their families. We speak our clients’ language and limit unnecessary industry-related confusion as we constantly strive to provide clarity for them.
04.
Proactive
Because we are devoted to a limited number of clients, we can be intentional about providing individualized planning and proactive guidance. Our firm’s workflow is structured so that all clients can benefit from the knowledge and experience of our team members.
Comprehensive Tax Strategies
Understanding tax strategies and managing your taxes should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.
Succession Planning
Your legacy provides loved ones with the resources to pursue their passions and puts them on the path to financial well-being. But ensuring these resources last is a challenge. We help you build a lasting legacy.
Creditor Protection
Protecting trust assets from potential creditors for distribution to family members is an important goal of virtually every irrevocable trust. Fortunately, the creditor protection rules regarding trusts are quite favorable and allow trusts to become excellent vehicles for protecting trust assets from the creditors of the grantor, the trustee and the beneficiaries.
Dispute Resolution
We must start from the premise that conflict is unavoidable; that at some point conflict will present itself. How can we plan for it? We can plan for it by making it part of any initial or regular business planning and review.
Legacy Planning
Your legacy provides loved ones with the resources to pursue their passions and puts them on the path to financial well-being. But ensuring these resources last is a challenge. We help you build a lasting legacy.
Not sure what fits your needs?
We partner with your family and existing advisors to develop and implement a comprehensive wealth management strategy.