Individuals and families of significant wealth have unique sets of needs that are often overlooked. Many investors desire access to resources that family offices enjoy. We serve as a wealth strategist who looks at a client's whole picture and balance sheet.

"If you have seen one family office, you have seen one family office."

We offer custom services tailored to the needs and goals of your family office, complementing existing staff and capabilities, including administration, philanthropy advising, and current and next-gen financial education.

Our partners have worked with many large public company CEOs and senior executives.  We provide pre-retirement planning to ensure lifestyle preferences are maintained post-retirement among other specific goals, as well as advice on stock & compensation plans.

Many entrepreneurs have much of their net worth concentrated in their business. Pre-liquidity planning can be very effective to preserve, protect, and transfer wealth to future generations.

Lifestyle distributions from investment portfolios can be quite different than distributions from a closely held business. Our process provides for the maintenance of important post-sale lifestyle aspirations, such as additional residences, and air and/or watercraft.

Our team has extensive experience serving the needs of non-profit and charitable organizations.  We have served in roles such as a fiduciary investment manager, banker, and as governing directors, trustees, and committee chairs of large and small organizations.