We serve individuals and families who have more than enough to meet their needs, and are looking for a personal CFO to help them carefully and successfully manage their financial affairs. Our clients have often worked in the following professional fields:
- current and retired corporate executives
- medical professionals
Regardless of career field, we met nearly all of our clients during some kind of life transition, such as divorce, the loss of their spouse, an inheritance, a job change, or retirement. We understand that transitions are emotional, involve complexity, and require coordination on numerous fronts to navigate successfully. As such, our solutions have been crafted to specifically to meet those needs.
Our clients typically have the following goals:
- Continue growing their wealth
- Minimize income and estate taxes
- Protect their assets from being unjustly taken from them
- Maximize the impact of their wealth on their family and/or the causes they care about
- Ensure they’re making the right decisions in all aspects of their finances
Our clients grew their wealth through a lifetime of hard work, delayed gratification, and prudently taking risk. As such, they generally value responsible stewardship of their assets over excessive consumption or speculation. Above all, they want to ensure the fruits of their life's work go toward meaningful ends.
Since your goals are closely tied to your values, it’s important for us to get to know you on a deep level so we can best serve you. Before we enter into a new relationship, we take the time to ensure there is a mutual fit in terms of approach, process and philosophy. This allows us to ensure we work only with those for whom we can provide significant value. If we discover we aren’t a good match, we’ll kindly take the time to help you locate a better fit.
We invite you to learn more about our background to determine if we might be the right advisors for you.
GET IN TOUCH WITH US TODAY ⟶