Our Services
Servant leadership and transparency is our promise in helping to guide you in every step of your long-term financial planning needs, desires, and complexities.
Investment Management
We use expert research to guide fee-conscious investment strategies.
Our bond experts select individual bonds for your bond allocations, while our equity analysts choose stocks for part of your equity allocation. We focus on Exchange Traded Funds (ETFs) and limit Mutual Fund investments. Our goal is to minimize fees and maximize risk-adjusted, tax-efficient returns.
Exit & Succession planning
This is our most coveted offering for Our top-tier offering is for clients with at least $5M in assets under management (AUM).
We bring together a team of experts with credentials like CPA, Tax LLM, and JD in Tax, Estate, and Corporate law. This is the equivalent of a Private Bank offering, but with a focus on compassion over arrogance. We prioritize understanding and helping you build your legacy.
Private Wealth Planning
We use expert research to guide fee-conscious investment strategies.
Our bond experts select individual bonds for your bond allocations, while our equity analysts choose stocks for part of your equity allocation. We focus on Exchange Traded Funds (ETFs) and limit Mutual Fund investments. Our goal is to minimize fees and maximize risk-adjusted, tax-efficient returns.
Philanthropy & legacy planning
For our higher net worth clients, we work to help you determine what charitbale impact you desire to make, and the best ways to support those efforts in also helping to mitigage your taxes.
Our dedicate Philanthropy Strategy team works closely with your Estate Planner to ensure all areas are considered before making the charitable donation.
Ultra High Net Worth Individuals & Families
Private Investments
Access to bespoke and off market investment opportunities.
Family Governance
A guide to establish clear structures, values & decision-making processes to ensure harmony across generations.
Private Banking
Banking & lending solutions available for your private wealth needs.
Risk Management
Add your pricing strategy. Be sure to include important details like value, length of service, and why it’s unique.
Trust Services
Full trustee services to include your delegation or Management of Trust Assets.
Liquidity & Exit Planning
Guidance & expertise on growing your business, selling your business, or access to financing for a new venture.
Business Owners
Individuals & Families
Who Are Our Services For?
Businesses are created to provide income for you and your family and to maximize the value of the business itself. Liquidating that equity and managing the expectations of the next generation are conversations that our clients look to us for help with.
Building retirement assets, understanding taxes, minimizing risks, and focusing on legacy and philanthropic strategies are common conversations we lead our clients through. Most important, we help our clients to understand their own personal motivators and fears so we can help to unlock restrictive financial cycles.
Professional Athletes
Athletes are some of the most disciplined people in society. Structure is important to your success. Trusting others for guidance is another commonality of athletes. Learning how to trust yourself, improve your knowledge, and align your priorities with your wealth are conversations that our clients look to us for help with.
