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Our Clients

Our clients include high-net-worth individuals and families, pension plans, non-profit organizations and charitable trusts. They are typically focused on ensuring proactive management of their financial resources to address particular needs, including:

  • Transitional family situations
  • Maximizing tax efficiency
  • Stable distribution of retirement income
  • Changing investment objectives
  • Unique investment preferences
  • Efficient methods for distributing assets to heirs
  • Business sales
  • Advanced solutions for complex financial situations such as concentrated stock portfolios
  • Desire for a more personal relationship with an investment manager