Individuals

How we help clients

We offer concierge-style sophisticated services to meet the needs of the unique and complicated life of our clients. We provide our clients the expertise to protect and collect all that they have earned, and equips them with tools necessary to succeed short and long-term.

Personal CFO

From estate planning to daily services such as bill pay, our comprehensive service to athletes, corporate executives and other high net worth individuals covers a wide spectrum of personal, financial, and legal needs.

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Family Office for International Families

Providing advice for high net worth families is far beyond the capacity of any one professional advisor. It requires a well-coordinated, collaborative effort by a team of professionals from the legal, insurance, investment, estate, business and tax disciplines.