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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.

 
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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.

FAMILY OFFICE SERVICES

We provide a range of services tailored to wealthy families. This helps simplify, monitor, maintain, and elevate your lifestyle, giving you better clarity and peace of mind. As your financial situation increases in asset size, it does not need to increase in complexity.