If you can dream it, we can help you plan it
Trust one firm for the personal, family, and business guidance you need. We take the time to understand what you want out of life and how you want to use the wealth you’ve accumulated.
We’re committed to addressing what matters most to you:
- Working with the right financial advisory team
- Having enough time and money to appreciate life
- Building and protecting your net worth
- Obtaining proactive tax planning
- Monitoring risk in your portfolio
- Selling or passing on your business
- Transferring wealth to your heirs
- Giving to charities
- Planning for retirement
We assist a variety of client types, including:
- Business owners
- Family offices
- Private equity and capital venture groups
- Senior corporate executives
Experience our client-focused approach
Your goals are the centerpiece of our private client tax and wealth advisory services. We want to help you enjoy the life of your dreams and leave a meaningful legacy. Once we know what you want out of life — for yourself, your family, and your business — we evaluate where you are on the path to your goals, and recommend a plan to help get you where you want to be.
Our team possesses a breadth of experience that includes Certified Public Accountants (CPAs), Certified Financial Planner (CFP®) practitioners, Chartered Financial Analysts (CFAs), and Chartered Life Underwriters (CLUs). And our advisors are salaried, so they act with your interests in mind. Our aim is to provide seamless, comprehensive services to high net worth individuals, owners and leaders of privately held businesses, senior corporate executives, and families and their succeeding generations.
Watch our video to begin thinking about how you might discover what’s next and pursue it with passion.
Wealth advisory services
Private client tax
- Estate and gift planning
- Family office
- Individual income tax planning and compliance
- National and international tax audit representation
- Residency planning and audit defense
- Section 1031 like-kind exchanges and Delaware Statutory Trusts (DSTs)
- Stock option and restricted stock planning
- Trust and private foundation accounting and tax compliance
- Updates on tax law changes and new tax planning opportunities
- Year-round coordination with your other advisors (e.g., attorney)
Private wealth advisory
- Business succession planning
- Divorce financial planning
- Employer-sponsored benefit plan design, compliance, and consulting
- Institutional investment services
- Insurance and risk management
- Investment management
- M&A advisory and investment banking
- Personal financial and retirement planning
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Customer Relationship Summary
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