We are excited to help a broad range of people with various circumstances: 

• Successful individuals and families looking for full-service guidance 
• Family-focused offices looking for sophisticated asset management 
• Divorcees and widows seeking guidance and to maximize income within their specific risk spectrum 
• Senior executives across finance, real estate, technology, media, and communications looking to mitigate risk and grow their wealth 
• Business owners and entrepreneurs looking for help in developing tax-efficient investment strategies, planning for retirement, growing their assets, planning for business succession, and managing liquidity events