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Family Office Approach

We act as a family office for our high net worth clientele that do not have the time and/or the desire to coordinate the intricacies of their Financial Planning throughout the year. Our professional relationships with our clientele are constantly evolving due to the long term nature of the Financial Planning Process. 

We believe in consistent monitoring of our clients unique, personal situations. Client objectives are not static; thus, frequent communication is important in order for us to provide dynamic,  relevant financial planning strategies that develop with our clients changing needs and goals.

AREAS OF FOCUS

Leverage our resources to help you achieve your most important goals with respect to the following:

  • Investment and portfolio management
  • Financial independence
  • Executive benefits
  • Estate and asset protection
  • Insurance and risk management
  • Philanthropy
  • Business succession
  • Business exit
  • Matrimonial

Note, we do not provide the following services:

  • Prepare tax returns
  • Provide legal advice
  • Draft legal documents
  • Take custody of assets
  • Bill pay services

IMPLEMENTATION CAPABILITIES

 We provide our client’s with access and choice to a broad spectrum of financial solutions in the areas of Portfolio Construction and Insurance Planning. With access to an abundance of platforms, products and companies, our clients can be confident that we will provide them with the most innovative, appropriate and objective solutions for their particular needs.

TRUSTED ADVISOR COLLABORATION

We provide ongoing collaborative interaction with our clients accounting and legal advisors, a key component to every wealth management team. Our work acts as a supplement to the services already provided by these trusted advisors.