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