WHAT WE DO
WORKING WITH CLIENTS
HOLISTIC APPROACH
The majority of our clients seek a holistic approach in which we review their entire financial picture. We build a bespoke solution that is custom tailored to their family and situation that incorporates multiple areas of expertise. This includes - Financial Planning, Investing & Banking, Lending & Capital Advisory, Wealth Advisory, and Family Office Services.
OUR SERVICES
WEALTH ADVISORY
We work to understand your current Tax, Trusts, Legal, Estate, and Insurance plans as well as your long-term goals for wealth transfer, charity, estate, gift, and generation-skipping transfer tax (GSTT). We then work closely with you to implement changes as both your situation and the tax landscape evolves over time.
INVESTING & BANKING
We seek to clearly understand your risk tolerance and return objectives. We help build a portfolio to accomplish those goals with your optimal amount of risk. We then integrate your cash flow plan into your banking accounts so that you have a sufficient amount of cash to enjoy your lifestyle, while your cash and investments are working for you 24/7.
LENDING & CAPITAL ADVISORY
We strive to leverage our position in the marketplace to ensure you are able to find capital when there is a need. We help you structure it appropriately and systematically reduce the cost of that debt over time, given your debt maturity schedule, prevailing market rates, and rate expectations.