Multigenerational Family Members
Being part of a successful family has many advantages as well as challenges. How do you sustain and enhance what generations before you have built? Since our founding, we've worked with countless families to help them manage around the obstacles that others have struggled with. We understand what defines a family whose wealth continues to grow from one whose wealth evaporates in two or three generations. Let us share that insight with you.
Integrating your business and personal finances can be difficult when you're focused on running a successful enterprise. But without that synergy, sustaining your legacy may be a challenge in your retirement years.
Our team provides strategic advice on all aspects of business, personal, and wealth planning, implementing the right mix of services to meet your complex needs. We strive to ensure that your pre-sale liquidity planning and personal wealth solutions are working in tandem to your ultimate benefit.
We have the utmost respect for the long-standing relationships our clients have developed with their trusted advisors. Our role is to enhance those relationships by offering advisors additional resources that can further benefit your clients. Our resources can help you extend the level of expertise available to your clients, deepen your client relationships, and add value to your practice.
Professionals and Corporate Executives
Professionals and corporate executives face distinct financial management and planning challenges. Through our holistic and integrated approach to planning, we can assist with managing cash flow, implementing stock option strategies, minimizing income taxes, planning for retirement, and leaving a legacy.
In addition, we have the expertise to help you with special professional circumstances, including pre-IPO planning, working with venture capitalists, corporate reorganizations, and employment offers.