Plan to Dream Big

High Net Worth Families

Significant wealth often brings complexity. We simplify it through an integrated approach to estate, financial, tax, and investment planning, and partner with third-party firms to provide specialized financial administration.

Family Office

Navigating the family office landscape can be complex. We work with large families to define the right scope, identify solutions, and determine what should be managed in-house versus outsourced.

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Executives & Founders

Executives and founders have a unique set of considerations. From corporate stock plans and executive compensation to exit strategies focused on maximizing the post-tax return, we provide you with guidance on the issues that matter most.

Emerging Wealth

We understand that much of your wealth may be invested in your company. However, the best time to seek advice and optimize your outcome may be before your exit. Proper pre-exit planning can help lead you to significant savings.

Fund Managers

Lack of liquidity, high income volatility, and tax complexities can be challenging. We work with clients to develop a comprehensive plan, coordinate their professional advisors, and determine the most effective way to manage their time.

Retirement Readiness

Strategies to protect your wealth and preserve your income during retirement are at the forefront of your mind. We can help you customize a plan with the goal of maximizing your income and minimizing taxes.