Welcome

We serve successful people who have innovative ideas and are focused on plans for the future.
While diverse in their ambitions, our clients are accustomed to "being in charge." They include company founders, serial entrepreneurs and senior executives in finance, investments and technology. Our typical client wants to have their "arms around their wealth" as it typically takes many forms, extending to real estate, corporate holdings, and across generations.
Many clients are referred to us in advance of significant liquidity events. We feel good knowing that our proactive, hands-on approach and deep experience in this area have proven critical to client success.

Rapport and reporting are important to clients, and therefore, to us.
Our delivery of superior wealth management begins with the rapport we develop with clients. For us, the "conversations" are critical. To serve a client's best interests, we may ask, "How do you want your children to live, as adults? What financial lesson do you want to pass along? What's most important right now? A business sale? Your next venture? Or something entirely different? What brings you joy and what keeps you up at night?"
Given the myriad aspects of our clients' wealth and the dynamic nature of their financial lives, we have earned our stripes reporting back to clients with accuracy and detail. Our goal is to provide both "meaning and metrics," so that clients get a clear picture of where they stand and what may stand in their way.

Providing the acumen and attention of a family office
Working closely with each client in a family office-style relationship, we help them build, diversify and track their assets, including real estate. Our focus on legacy, exit and succession planning is a key reason we serve clients who share our entrepreneurial spirit.
Recognizing that clients can make vastly improved decisions in an environment in which they feel understood, we encourage frequent conversations. Our team approach allows us to share perspectives and provide clients with our deep reserve of knowledge and know-how. The quality and longevity of our client relationships remind us of the roles we play and the trust we've earned.

Addressing a client's goals, as well as holes in their financial picture
With our strong and ongoing emphasis on planning, we help clients achieve benefits that extend beyond dollars and cents—to feeling financially secure in the present and feeling optimistic about the future. By doing our jobs well, we can help clients who work and play hard, rest easily.
For decades, an elite clientele has come to us—and referred others—for our ability to remove them from the responsibilities and concerns of managing the complexities of wealth. We stand behind these clients by getting out in front of the decisions they need to make—and by delivering the extra measure of support they richly deserve." In addition to a client's goals, we look for "holes" in their financial picture—areas that may need further examination—trust documents, liabilities and, especially, wealth transfer and other legacy considerations for their children and grandchildren.

What do we believe?

• The depth and breadth of our multi-generational planning distinguishes our practice and the enduring benefits that clients can enjoy.
• Investment returns are tax-efficient returns. Our intense focus on achieving tax efficiencies is emblematic of our offering.
• Two heads are better than one. And nine heads are much better. Our team approach means that clients benefit from our collective skills, experience and areas of expertise.
• Leave no stone unturned and nothing to chance. Our initial meeting with a client is a deep dive. Rather than say what we will do, we get right to work—analyzing their banking and investment statements, identifying risks in their portfolios, building a balance sheet, and introducing ways to be more tax efficient. The more we learn, the more we can help.
• In addition to our own competencies, we will call upon our extensive professional network for their insights and assistance. This helps clients avoid common pitfalls—especially in areas of exit and succession planning, business valuations, wealth transfer and philanthropic planning.
• Scrutinize and leverage each client's balance sheet, including portfolio holdings and real estate. We will evaluate debt and cash as investments in the context of a client's overall wealth, and, when helpful, utilize our firm's vast banking and lending resources.
• A client's estate must be structured appropriately to avoid, where possible, unnecessary expenses, risks, taxes and legal burdens.