We are honored to serve an exceptional group of clients with a unique wealth creation story. Many are successful entrepreneurs anticipating a significant liquidity event. Others are generational business owners who - like their parents - plan to pass their legacy on to family members and charities. Still, others are executives planning for retirement.

Whatever their specific backgrounds or goals, they all have one thing in common: The desire to simplify their finances and develop an integrated strategy to preserve and grow their wealth in the most effective, flexible, and tax-efficient manner possible.

We combine our nearly 50 years of collective business experience and market insights to think strategically on your behalf and to help ensure that your entire team (estate attorney, CPA, business executives, and other relevant members) is coordinated and aligned. With this structure in place, we can help you to make informed and timely decisions when opportunities or challenges arise.