Who We Work Well With

Plans for Individuals & Family Office Clients

Individuals: Business Owners & Professionals

We work well with business owners and professionals who are busy and appreciate organized people around them. They want a plan, answers and don't have time for surprises.

Our clients appreciate frequent snapshots of how they're doing, as well as a heads-up on any major issues. We deliver on these needs with a structured client process that sets expectations and keeps scheduled contact with clients.


Family Office Clients

We also work with the growing group of Family Office clients, who need special expertise for intergenerational wealth transfer and wealth planning over a number of family members.

For Family Office clients, we act as the "chief financial officer", managing their wealth planning and working with other necessary professionals such as lawyers, accountants and bankers. Our clients appreciate the organization, coordination and time we save them.