Individuals & Foundations
With investment assets of $5 million or greater, desiring financial and investment management planning.
High Net-Worth Families
With investment assets of $20 million or greater faced with complex wealth management, transfer and administrative issues including multifaceted organizations, partnerships, and private companies involving family and internal professional staff.
Public Tax-Exempt Organizations
With investment assets of $20 million or greater, with an intricate financial structure and complex implementation and administrative issues.