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WHO WE SERVE

About You

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AFFLUENT INDIVIDUALS & FAMILIES

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INHERITORS

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PROPERTY SELLERS

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DIVORCED OR WIDOWED

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LEGAL SETTLEMENT OR OTHER WINDFALL

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ABOUT YOU

ABOUT YOU

  • You have at least $1.5 million in investable assets and are looking for personalized, straightforward financial advice you can trust.
  • You need help coordinating the various aspects of your financial life.
  • You're looking for answers, like how to protect what you have, how to minimize taxes, and how to transfer assets to the next generation.
  • You're ready to take the first step towards securing your financial future.

OUR CLIENTS

AFFLUENT INDIVIDUALS & FAMILIES

AFFLUENT INDIVIDUALS & FAMILIES

  • Your financial situation has grown too complex to manage on your own, or you simply don't have the time or interest.
  • You're looking for guidance when it comes to setting financial goals, investing your assets, and reducing risk exposures.
  • You're interested in planning your legacy and providing for loved ones for generations to come.
INHERITORS

INHERITORS

  • You're looking for help managing your money so you can enjoy your new lifestyle responsibly.
  • You need strategies to minimize taxes on a recent or pending inheritance.
  • You want to set your children up for success while engaging in philanthropic pursuits.
PROPERTY SELLERS

PROPERTY SELLERS

  • You're looking for diversification strategies and new investment opportunities.
  • You need guidance on how to convert a lump-sum payout into an income stream.
  • You want to plan your legacy and distribute your wealth in a tax-efficient manner.
DIVORCED OR WIDOWED

DIVORCED OR WIDOWED

  • You're looking for a trusted advisor and thought partner to help you make important financial decisions.
  • You need a long-term plan so you can maintain your financial independence and avoid scams.
  • You want to feel more confident about your investments.

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