High-Net-Worth Individuals & Family Offices

Our experienced team of professionals is dedicated to serving the unique needs of high-net-worth investors and wealthy families. We believe our modern-day approach to advanced wealth management sets us distinctly apart from the crowd.

Professional Athletes, Entertainers & Agents

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Athletes and entertainers have an entirely different set of financial challenges than people in other careers and professions.  We understand those needs and believe we know precisely how to provide unique wealth preservation and growth solutions.

Physicians, Professionals & Executives

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The high-earning ability of physicians, attorneys, upper level executives, and other top professionals poses unique challenges in the form of properly investing those assets in order to minimize taxes, maximize growth, and ultimately create a sufficient income during retirment without depleting the asset base .

Inheritance & WEALTH TRANSFER

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Our experience has proven that transferring wealth from one generation to the next can be a smooth and rewarding journey as long as it is well thought out and fully prepared for through comprehensive legacy and estate planning. 

Lottery Winners & sUDDEN WEALTH RECIPIENTS

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We have created a process specifically developed to provide you with immediate clarity into what you truly have as well as the critical steps we believe you need to take now in order to protect and preserve your new wealth.

Philanthropy & Social Investment

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Today’s philanthropic approach is more than just writing a check. The idea of simply ‘giving away money’ is  rapidly becoming an obsolete model of charitable giving, as philanthropists increasingly seek ways to evaluate the direct impact and success of their giving . Working with charities, foundations, endowments, universities, museums, and community service groups is our great honor.

BUSINESS SALE & SUCCESSION PLAN

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For many successful business owners, their company is not only their largest asset, it’s the number one thing for which they are most happy and proud. Building a company doesn’t just represent a job or income, rather it’s part of who they are. It represents a deep history and legacy. A real life manifestation of your blood, sweat, and tears.

Lawsuits & Settlements

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Working with clients who have received a legal judgment or settlement has been humbling. It is an honor as well as an enormous sense of responsibility helping these people navigate the countless legal, tax, and financial decisions they have to make before and after they are awarded the judgement or settlement.

Millennials

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We have witnessed a new image emerge of the Millennial generation that is virtually opposite of their stereotypical depiction. Our Millennial clients don’t come across as entitled, disengaged from the real world or captivated by instant gratification. Instead, we see a group who are future-oriented with a strong sense of family, community, and social responsibility.

Divorce

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Divorce can create fear and uncertainty. If you are preparing for, in the middle of, or have finalized your divorce, we believe we can provide you with immediate clarity of what assets you have and how your new life will look financially. We specialize in working with the so-called “outside spouse,” a term for the spouse who hasn’t been as involved in managing the finances.