Our Philosophy

We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Who We Work With

Intergenerational Family Planning

We believe that our commitment to excellence, together with our integrity, collaborative approach and dedicated work ethic, are among the reasons that some of our families have chosen to remain with us for close to three decades. We understand that wealth brings substantial complexity and we work to empower our families so they can make sense of that complexity.

Over the last three decades we have worked to protect our families as we recognize that professional and personal obligations can take priority over managing your own day-to-day finances. Drawing upon our experience and capabilities, our team prepares well-thought-out strategies designed to create a legacy for the next generation based on your family’s intentions and your wishes.

We can help with personalized wealth transfer strategies, family wealth education, preserving assets, tax minimization strategies in collaboration with your tax professionals and developing and implementing philanthropic visions - through the establishment of family foundations, donor-advised funds and other charitable trusts.

Business Owners

Having built our own team from scratch, we understand the challenges and responsibilities of running a business. Your personal finances and the life of your company are closely intertwined. You may be thinking about how to invest in your company’s growth while also deciding how best to use your personal assets. We help entrepreneurs and business owners integrate their personal and professional financial goals through lending and cash-flow solutions, risk management, portfolio strategies, retirement plan services and business continuation and succession strategies

Corporate Executives

We understand the complexities that come with your executive position and the extreme demands on your time. We can help you develop a customized strategy that your finances and compensation require, including risk management strategies for your concentrated stock position and plans for your restricted stock units, options, deferred compensation, and other executive compensation. As your career and goals evolve, we will help you develop new strategies to continue simplifying your financial life so you can focus on the things most important to you.

Women

As a woman, you are well aware of how inaccurate stereotypes about gender and money can be. We understand the preconceived assumptions and biases that are associated with women and wealth. We value the importance of honesty, knowledge and transparency – and together we collaborate with you to give you control and understanding of who you are as an investor and what you want to achieve for your career, family and legacy. Through our collaborative approach, we strive to create simplicity and clarity to unleash your financial power and help you obtain financial stability and independence.

*Banking products and services provided by Bank of America, N.A.

Capabilities

Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Our ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).