Our services

We deliver a customized, consistent and proactive experience to affluent individuals and families by leveraging the global resources of one of the world’s leading wealth management firms. Our team is committed to fostering long-term relationships by simplifying each stage of the wealth management process:

Customized wealth planning

  • Financial legacy creation spanning several generations while employing tax-minimization strategies
  • Cash flow analysis, concentrated equity planning & liability management solutions
  • Philanthropic consultation
  • Estate planning services and document review

Investment management

  • In depth and broad ranging risk profile and objective assessment
  • Creation and implementation of investment strategies
  • Regular performance reporting and review
  • Integration of company benefits and outside portfolio holdings

Executive compensation

  • Pre IPO planning
  • Concentrated stock diversification and hedging strategies
  • Customized strategies for exercising employee stock options, restricted stock/Rule 144 transactions, and rule 10b5-1 trading plans

Insurance and liability management

  • Goal protection: life insurance and long-term care
  • Coordination of personal liability policies and portfolio lending solutions
  • Mortgages through City National Bank
  • Letter of credit

Banking services

  • Fully integrated cash management
  • Checking and debit card program
  • Business services
  • Online bill pay, wires and electronic funds transfer
  • Foreign currency transfers and conversions
  • Direct deposit
  • Online services (portfolio and account monitoring)

Client relationship

  • Highly experienced team of six with complementary skill sets
  • Personalized client service
  • Long standing relationship with professional resources (i.e. CPAs, attorneys, foundation planning)
  • Continuous client contact (monthly calls, quarterly reviews, in person meetings)
  • Weekly macroeconomic updates

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields