Serving our clients
We accomplish intergenerational comprehensive wealth management by acting as our client’s personal chief financial officer, while working with their other professional advisors, such as investment bankers, attorneys, business consultants and accountants.
Our focus is on our client’s life cycle of wealth: accumulation, preservation and distribution. We identify and analyze challenges facing them and develop specific strategies to minimize taxes, monetize and protect assets, maximize growth and transfer wealth.
We also focus on empowering our clients with knowledge. Our group conducts client events and distributes white papers focused on topics affecting affluent families, including:
- The macroeconomic and geopolitical environment
- Financial, tax and legal strategies
- Retirement planning
- Family dynamics
- Best business practices
We have ongoing wealth management reviews with our clients to review their wealth management plan and their progress towards achieving their goals. We discuss current or anticipated changes in the lives of our clients and adjust their plan accordingly.