Guiding your family as our own

Working with affluent families, we understand the day-to-day and long-term challenges that come with substantial wealth.

The financial needs and opportunities of successful families are unique. Whether you want to preserve a legacy to last for generations or protect your wealth through tax-efficient investing and insurance, our strategies are designed to address all of your concerns. Not only can we help ensure our strategies provide for those you care about, but they can also potentially generate personal tax benefits and further your overall wealth management plan.

We often see family wealth concentrated in a single stock received through inheritance or a successful business career. We also hear concerns about the erosion of investment gains due to taxes. Our strategies are designed to hedge, monetize, diversify or transfer assets, while mitigating tax implications to help you keep more of what you’ve earned.

Through insightful guidance and in collaboration with your tax professional we help families address the many financial matters they face, balancing today’s needs with the goals of tomorrow. Our mission is to serve as your family’s financial advisors for life, handling all matters related to managing and preserving your wealth, and building your legacy – so you are free to focus on enjoying your life and the people important to it.

Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.