Private Client / High Net Worth

Private Client/High Net Worth

People and families with multilayered situations need high-quality wealth management services that are part of a holistic strategy provided by a team of tax, wealth advisory and legal professionals who communicate proactively and systematically about your situation.

We provide access to options for:

  • Institutional money managers specializing in tax sensitive investment management
  • Advanced risk management and asset protection strategies
  • Business succession planning for family owned businesses
  • Charitable giving and family foundations strategies
  • Provide strategies, if necessary, on how you may be able to borrow against your investment portfolio
  • Cash management analysis
  • Referrals to sophisticated, experienced, and personable local tax and legal counsel

Working with your team, we strive to not only quickly address issues that arise, but to anticipate them, mitigate their effect, and have personalized solutions prepared.