Who We Serve

We serve a select group of individuals and families who have more than enough to meet their needs, and are looking for a personal CFO to provide expert guidance in overseeing their financial affairs. We commonly serve current and retired corporate executives, business owners, and high-level professionals.

Our clients typically have the following goals:

• Continue growing their wealth
• Minimize income and estate taxes
• Protect their assets from being unjustly taken from them
• Maximize the impact of their wealth on their family and/or the causes they care about
• Ensure they’re making the right decisions in all aspects of their finances

Our clients grew their wealth through a lifetime of hard work, delayed gratification, and prudently taking risk. As such, they generally value responsible stewardship of their assets over excessive consumption or speculation. Above all, they want to ensure the fruits of their life's work go toward meaningful ends.

Since your goals are closely tied to your values, it’s important for us to get to know you on a deep level so we can best serve you. Before we enter into a new relationship, we take the time to ensure there is a mutual fit in terms of approach, process and philosophy. This allows us to ensure we work only with those for whom we can provide significant value. If we discover we aren’t a good match, we’ll kindly take the time to help you locate a better fit.

We invite you to learn more about our background to determine if we might be the right advisors for you.