Specialized Planning for the High Net Worth Family, Professional and Business Owner
We work primarily with the high net worth family, professional and business owner to fully integrate all pertinent aspects of one's planning picture according to business, personal and family values and goals.
Our clients tell us that we truly focus on them and help design their own planning to align with the context of what they value most and what needs to get accomplished.
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can strategically position their income and wealth—uniquely designed to align with prioritized values and objectives.
Whether you’re facing business exit planning, investment or wealth transfer challenges—or looking to better understand how to maximize your resources in light of your life's objectives and values—we can help address and collaborate with you on what is top of mind.
Our first meeting is an opportunity to begin an open dialogue discussing how the firm can have an impact on your personal, family and business goals. However, the focus of our first meeting will be for you to consider: a) our chemistry, b) our philosophical alignment, c) our ability to provide you what you are looking for and d) your desire to trust us as a key advisor and begin a collaborative, long-term relationship.
Most of our high net-worth clients have had the opportunity to work with their advisors - from tax preparation to wills and trusts - all in an effort to solve some specific concern or issue, without consideration of the impact a proposed solution has on the client`s total planning picture. This can lead to confusion and potentially, financial loss. In addition, levels of complexity in today's financial world with dynamic business or family relationships can also challenge one's best course of action.
Special Topics and Quick Links:
Asset Protection Planning | Visit our Blog (coming soon!) | Asset Management & Your Investments | Business Continuation Discussion | Income Tax Planning