Philosophy

We believe that your unique goals should be the foundation of your financial strategy. We work with a team of specialists and leverage the tools and insights of a global financial institution to facilitate and take care of every aspect associated with the financial lives of our clients.

As wealth advisors, we resist fads and group think, we are relentless in our focus on risk-adjusted performance, and we work diligently to identify managers and strategies that we believe can help deliver consistent, prudent returns relative to a client’s long-term goals.

We believe that while significant wealth brings complex challenges, our experience, passion, and perspectives can help you simplify your life and achieve your most important priorities today, tomorrow, and for many years to come.

Focus On Individuals, Families and Small Businesses

We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We start by getting to know you and how you feel about the following seven life priorities.

• Health: Managing healthcare expenses, now and in the future
• Home: Upsizing, downsizing, remodeling or buying a vacation home
• Family: Taking care of your family and other people in your life
• Leisure: Spending your free time in meaningful ways
• Giving: Volunteering, mentoring others and giving to charities
• Work: Working in retirement, selling or starting a business
• Finance: Bringing it all together and defining your financial goals

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Business Owners and Corporate Executives

As an entrepreneur and business owner, you may be thinking about investing in your company’s growth, implementing efficient and innovative management strategies, selling all or part of your business, as well as engaging in succession planning in preparation to transfer your business to the next generation. Our team is dedicated to ensuring the future success of your business by providing a suite of services such as customized lending offerings, retirement plans, employee benefit solutions, and exit planning strategies. 

For corporate executives, we understand the customized estate planning and financial strategies that your wealth and compensation require. We can help you manage the risk of concentrated equity holdings, evaluate prospective benefit and compensation plans available, and navigate complex SEC regulatory related requirements connected to trading and reporting mandated guidelines.

Whether you are a business owner, entrepreneur, or a corporate executive, we offer a series of tools that can help to simplify your wealth management needs, and assist in developing short and long term strategies to benefit you and your loved ones.

*Lending Services are through Bank of America, N.A.

Private Foundations and Non-Profit Organizations

Private foundations and non-profit organizations can benefit greatly from well thought out wealth management planning and investment experience. Our institution has extensive experience in addressing some of the more common challenges and needs inherent in these types of charitable entities that are passionate about improving the lives of individuals, families, and communities as a whole.

As wealth advisors, we understand the challenges you face in maintaining operational efficiency in order to maximize the utilization of the resources the foundation or non-profit organization has been entrusted with. Drawing on our extensive experience and capabilities, our firm can provide a customized approach in order to help accomplish your organization’s goals and objectives.

International Capabilities

Individuals and families with multinational wealth face a particularly broad set of challenges. Equipped with the knowledge and understanding that comes from serving clients from multiple cultural backgrounds and nationalities, we take the time to establish well defined strategies and objectives that best fit the lifestyles, needs, and goals of our clients.

By structuring a multi-jurisdictional financial strategy, implementing a customized wealth management approach, and crafting a robust legacy and estate planning strategy, we can help you preserve and grow your wealth in the years to come.