Individuals & Families
Our clients are unique and profoundly interesting. Their diversity energizes us and challenges us creatively. Their complex life objectives make us think deeper and work harder. Guided by our commitment to our client’s long-term success, we listen closely to build a portfolio that fully integrates every limb of the client’s financial tree.
As we have grown over the years, we still view ourselves as a boutique offering. We have maintained a mindset of nimbleness and flexibility. Decisions are made by competent problem solvers at the client level. The result is a fully-integrated financial plan and investment portfolio.
We understand that each family has its own unique dynamics to navigate. Financial planning and investment management are only the beginning of how we work with families across multiple generations.
Trustees have significant, at times burdensome, responsibilities. We work proactively with trustees to invest assets of the trust responsibly, within the guidelines of the trust document, for the ultimate benefit of the trustee.
You focus on your patient’s needs, we focus on your financial goals. Our mission is to bring complete organization of your financial life to allow you more time to be at your highest and best use both professionally and personally.
An attorney’s hourly demands are high. Efficiency of your day is of critical importance. Our role is to shepherd your financial affairs allowing you more time on task at work and home.
We understand that your business is your life’s work. We’re committed to being your partner in navigating and thinking through complicated situations before and after you sell your business. Then we craft a plan to manage and maintain the longevity of your assets post liquidity event.
Women in Transition
Life’s biggest transitions rarely occur at a convenient time. When your life changes, you need a good listener with an empathetic ear, with the right training and experience to guide you into your next chapter. We aim to be exactly that.
We help you maximize your executive benefits and fill the gaps with trusted outside partners as needed. We keep track of your entire financial life and make sure you and your family are on pace with your long-term destination.