Wealth Management

As a multi-family office, we provide sophisticated advice, services, and investment solutions that are explicitly aligned with your interests and goals. Our holistic and integrated approach includes advanced planning for tax efficiency, wealth transfer, wealth protection, and philanthropy, as well as management and coordination of your entire professional services network.

Who We Work With

Women in Transition

Change can be exciting, challenging, painful, and emotional. But with expert guidance and a comprehensive transition plan in place, you can conquer your goals and see the path forward through what others might consider an overwhelming time.

We understand that women in transition have unique financial needs, regardless of whether the transition includes the excitement of rapidly growing business or the more difficult challenges of a divorce or death of a spouse.

Your secret weapon for navigating through your specific transition can be a personalized financial plan. Every recommendation we make when working with you is based solely on helping you thrive in the face of uncertainty and keep moving forward to achieve your personal goals.

We’ll be there to guide you through every step of the process, through every stage of life, so that you can have financial peace of mind.

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Multi-Generational Families

You’ve worked hard to create your wealth and take care of your family. If you’re now thinking about the future and leaving a legacy to your family, you are not alone. Ensuring a lasting legacy is a high priority for many of the clients we work with.

Families often struggle with how to leave a legacy not only for their children but for generations further down the line. Our approach to multi-generational wealth planning is to begin with a solid foundation; creating family values and a wealth vision is often where we start with families. Sharing them with your upcoming generations is extremely important and must be done with intention and purpose, so we guide you through that process with your family.

We also often educate our clients’ children and grandchildren on the responsibilities that come with inherited wealth as well as provide ongoing financial and investment education and oversight in many areas of financial and legacy planning.

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HNW Individuals

You have created your wealth through life accomplishments, and our role is to help you protect and grow the wealth you have accumulated while creating a lifelong legacy. Our customized, comprehensive financial planning services are specifically designed for investors who:

  • Are looking for personalized wealth management analysis and planning based on your life goals and the lifestyle you most desire
  • Seek asset protection but also wish to grow their portfolios
  • Would like to minimize taxes, fees, and expenses
  • Want an investment portfolio that aligns with your life vision and values
  • Desire to leave a legacy for their family and philanthropic interests

We understand you deserve more than a cookie-cutter approach, and we couldn’t agree more. So if you have investable assets of over $5 million and would like to learn more about our exclusive investment and wealth management services, please contact us.

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Business Owners

Building a successful business takes heart, soul, and a lot of hard work, and guiding it through a financial exit is one of the most important steps you will make in securing your financial future. Though the outcome is exciting, the steps can be daunting.

We know you probably have lots of questions. What are the financial implications of your exit? Is the sales price enough for you to retire? How are your proceeds best invested? Those questions are probably just the tip of the iceberg.

Our team has the expertise and experience to guide you through a financial exit from your business, but we don’t stop there. We’ll approach each component of the process with an extraordinary level of attention to your personal needs and help you align your long-term vision and values so that you can achieve your goals and leave a legacy.

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