Sophisticated wealth management

Affluent Families

Families today face the distinct challenge of balancing daily needs with their goals for the future. We help families identify their priorities whether it is saving for college educations, retirement or putting plans in place for protecting your family, we will be there to help as your family grows and your needs change.

For some families, wealth can be tied up in a single stock obtained through a profitable business venture or an inheritance. We can help hedge, monetize, diversify or transfer assets, as well as ease tax implications, which is a risk to a family’s overall wealth. We have extensive knowledge of tax-advantaged investments and the tax implications of specific transactions, helping to keep more of your hard earned money in your pocket.

Another priority for families is to leave a legacy for their children, grandchildren, and the community organizations they support. We can help develop strategies to make sure those you care about are taken care of.

We want to serve your family for life by helping in all matters related to handling and protecting your wealth all while building your legacy. Let us do the planning, so you can focus on enjoying your life and the significant people in it.