Who We ServeComplex Wealth…Customized Planning
For Executives, Entrepreneurs & Purpose-Driven Families
The heart of our mission is to get to know clients and their families personally and cultivate a comprehensive plan through which they can accomplish their goals and dreams. From monetizing concentrated stock to growing the family business to crafting a family philanthropy model, we can assist with a full balance sheet approach.
Holistic Wealth Planning
We rely on decades of planning expertise to craft bespoke plans for each client. The plan is continually updated to ensure ongoing accuracy and long term success.
Philanthropy
We provide guidance and vast resources for clients and organizations to realize their giving goals. Planning is at the heart of our process and philanthropic planning is no different. We will discuss your charitable goals and make sure to align them with your overall financial plan.
Estate Planning
We work comprehensively with your attorney to solve for any estate related issues. We can offer trustee services, insurance solutions, and financial planning that integrates seamlessly with your estate planning goals.
Executive Stock Services
We have extensive experience with public company officers and directors and are equipped to assist in stock sales, reporting and eventually divestment. We have customized strategies for hedging, sale, and/or borrowing all with an eye towards the overall tax picture.
Who We ArePrincipled, supportive advisors
We are a people-centric firm that sees the personal relationship as most important. We build trust and long-term relationships by being upfront, transparent, and authentic. Service, integrity, and consistency are the foundation of the firm. We like to work with as much of the family as possible in order to provide the best overall experience.