Our Clients

Saving for the future

Those going through life changes

Those going through life changes

Working adults
Job / career changes with a 401k, 403b, etc.
Retiring couples
Children looking to start their own IRAs

Those going through life changes

Those going through life changes

Those going through life changes

Parents with a new child
Divorcees
Widows / Widowers
Those planning for higher education

Unexpected Situations

Those going through life changes

High net worth families and family offices

Inheritance
Lottery winners
Lawsuit settlements

High net worth families and family offices

Corporate, hedge fund and private equity executives

High net worth families and family offices

Wealth preservation strategies
Succession planning strategies
Family governance and rising generation education
Family office structuring and design
Legacy planning
Philanthropy

Corporate, hedge fund and private equity executives

Corporate, hedge fund and private equity executives

Corporate, hedge fund and private equity executives

Equity awards management
Liquidity management
Risk management
Life transitions

Founders, entrepreneurs, and small business owners

Corporate, hedge fund and private equity executives

Corporate, hedge fund and private equity executives

Pre- and post-sale liquidity strategies
Business succession planning
Business community networking
Investment Banking advice
Estate and tax planning considerations