Our Clients

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.