What We Do
We help businesses, families, professionals and entrepreneurs maximize the potential of their money and assets.
How We Do It
Through portfolio performance analysis, risk evaluations, asset allocations and the assessment of the impact of costs and taxes. Then we provide customized globally diversified multi-asset class portfolios. Customized around your goals and causes and managed specifically for you.
Specializing in tax mitigation strategies and portfolio diversification we help attenuate the 5 major concerns of every HNW person (wealth preservation/wealth protection/wealth enhancement/wealth transfer and charitable contributions)
Tax mitigation strategies and planning
Asset Management
Business Succession Planning
Wealth Transfer Strategies
Cash Solutions
Lending Solutions
Charitable Giving & Gifting Strategies
Corporate Benefits Planning
Estate Planning & Trust Services
Education Planning
Investment Strategies/Portfolio Design/Risk Allocation
Fixed Income Services
Insurance & Risk Management
Integrated Wealth Management
Longevity and Retirement Planning
What are Fiduciary Standards?
- Embrace the Legal Fiduciary Obligation to Place Clients’ Interests First.
- Deliver Comprehensive Financial Planning.
- Provide Fee-Only Advice.
- Do Not Accept Commissions.
- Receive Only One Source of Revenue: Client Fees.
- Provide Transparency on Portfolios and Investments.
- Remain Independent from any Bank, Broker Dealer, Insurance, or Custodian.
- Measure Client Performance Returns using Independent Third Parties.
- Do Not Create Products to Sell or Price Any Public Securities.
- Do Not Hold Any Client Assets, Securities, or Money.