Proper wealth management can give time back to affluent clients.
We utilize a process of integrating portfolio management with other financial services to address the needs of clients. Each client’s wealth management needs are different. Some merely need help organizing their thoughts so an attorney can efficiently draft their estate plan. Others have more complex needs that may require planning in the areas of personal finance, prenuptial/divorce, or business succession. A select group may have highly specialized needs related to the acquisition of an aircraft or a sudden life event requiring coordination with outside professionals.
We believe exceptional service begins by developing a meaningful relationship with each client, truly understanding what is important today and for the next generation of that client’s family. With more than three decades of experience, a deep internal knowledge base, and a network of trusted professionals, we can assist with an array of services as unique and diverse as the clients we serve.
Investment Management
- Value Oriented Investment Approach
- Internal Research
- Public and Private Investments
- Fiduciary-level Advice
Personal Finances
- Asset Aggregation and Reporting
- Lifestyle Planning
- Social Security and Medicare
- Cash Flow Planning
- Goal Oriented Modeling
Legal Consultation
- Asset Protection
- Risk Management
- Insurance Evaluation
Estate and Tax Planning
- Strategic Collaboration with Professionals
- Wealth Transfer and Gifting
- Trust and Legacy Planning
- Analysis Across Internally and Externally Managed Asset Classes
Business Owner Services
- Guidance Throughout Life Cycle of Business
Aviation
- Regulatory Pitfalls
- Aircraft Selection
- Budget
- Ownership Structure
