The End of ‘Good Enough’
You didn’t settle for “good enough” to build your wealth. Why would you settle for it in your financial strategy? We provide personal, integrated solutions to help high net worth individuals manage wealth, minimize taxes and leave a lasting legacy.
Personalized services for high net worth individuals
We’re experienced in helping professionals, executives, families (including multiple generations) and business owners with higher net worth assess their options. We can recommend advanced strategies designed to address your financial, legacy and tax-efficiency goals.
If you have $3 million or more in net worth, you’re likely:
Looking for help to reduce your tax exposure — including income taxes, capital gains taxes, net investment income tax or estate taxes
Actively or passively thinking about the sale or transfer of real estate, business interests or concentrated and/or highly appreciated stock holdings
Wanting to integrate your various financial, legacy and tax-efficient strategies
A Team Approach
From the beginning, you’ll get a team that is clear, direct and focused on your needs. We’ll work alongside you and connect you with other subject matter professionals to help coordinate your financial, tax and legal considerations. We can also collaborate, with your permission, with any professionals you may already be working with, such as your CPA, estate planning attorney or Realtor.
We can help in the following areas:
Sales of highly appreciated assets (businesses, real estate, stocks, etc.)
Business succession planning
Advanced legacy strategies
We know your challenges and priorities extend beyond simply growing wealth — you want to minimize taxes on pre-tax money, reduce exposure to capital gains, safeguard your family’s future and preserve your legacy.
We offer access to a wide ecosystem of tax specialists, legacy strategists and experienced advisors. You’ve worked hard for your wealth. Let us help you ensure it works just as hard for you.
Ready to take action?
We partner with clients who are ready to secure their financial future. If you are prepared to move forward, we are prepared to help you build a powerful strategy.
