Your personal CFO

My practice consists of highly specialized professionals who partner with you in each aspect of your family and career. The demands on your schedule are often intense and prevent you from engaging with multiple advisors and multiple organizations. Therefore, as your advocate we act on your behalf to manage all aspects of your financial picture, either directly, or with the assistance of other professionals in their appropriate fields.

As your primary relationship manager, I will:   

  • Serve as an advocate for you and your family's best interests
  • Assist in managing relationships with family members and business partners
  • Interact and collaborate with other professionals you depend on, including your:        
    • Accountants
    • Attorneys
    • Tax Advisors
    • Private Bankers
    • Insurance Agents
    • Real Estate Professionals
    • Trust Advisors