Is Your Wealth Evergreen?
Wealth isn’t just about growth—it’s about longevity. Our expert strategies help you build, preserve, and pass down your financial legacy with confidence.
Private Client
We specialize in providing tailored financial solutions for High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals, families, and business owners with complex financial needs. As fiduciaries, we are legally and ethically bound to act in our clients’ best interests—always. Our clients typically have investable assets of $5 million or more, with many requiring sophisticated wealth strategies to manage, protect, and grow their legacies.
Personalized Wealth Management at Every Level
We understand that high-net-worth individuals require a more tailored approach to wealth management. Our exclusive service levels for private clients ensure personalized strategies, proactive financial oversight, and dedicated resources to optimize and protect your financial legacy.
With access to a dedicated HNW Client Relationship Manager (CRM), you’ll receive priority service, customized investment strategies, and direct guidance to navigate complex financial decisions with confidence.
Ten Domains of Family Wealth
True wealth extends beyond financial assets—it encompasses values, governance, relationships, and long-term vision. Our holistic approach ensures your family’s financial success is balanced with purposeful planning across all aspects of wealth. Explore the 10 key domains that define a lasting legacy.
Strategic Investing for
Long-Term Wealth Management
Achieving your financial goals by investing goes beyond simply growing your assets. Accumulated wealth often presents unique challenges, and we can help address these through the proper application of various investing strategies, such as:
- Concentrated stock position management services
- 1031 exchanges
- Philanthropic and charitable planning
- Tax optimization
- Lending solutions
- Philanthropy
- Private investments
- Family governance
- Values based investing
- Financial planning
- Investment management
- Estate planning
- Business planning
- Risk and protection
- Wealth transfer
Tailored Financial Planning for
Every Stage of Wealth
Achieving your financial goals by investing goes beyond simply growing your assets. Accumulated wealth often presents unique challenges, and we can help address these through the proper application of various investing strategies, such as:
Goals-Based Financial Planning
Focus on flexible, personalized strategies for achieving life and business financial goals.
- Custom investment plans
- Portfolio review & risk management
- Retirement & wealth accumulation strategies
Generational Planning for Private Clients
Comprehensive estate and wealth transfer solutions for affluent families.
- Estate planning & wealth transfer
- Tax optimization strategies
- Trust & multi-generational financial structuring
Preserving Your Wealth, Values, and Legacy
Ensuring your wealth lasts for generations requires strategic planning. Our team provides expert guidance across estate planning, tax strategies, wealth transfer, and more—helping you build a lasting legacy with confidence.
Estate Planning
Structuring your assets to ensure smooth wealth transition and legal protection.
Estate Tax Planning
Minimizing tax burdens to protect and preserve your estate for future generations.
Family Governance
Establishing family structures to manage wealth responsibly and maintain financial harmony.
Wealth Transfer
Strategies to pass down wealth efficiently while safeguarding your legacy.
Philanthropic & Charitable Planning
Aligning your values with impactful giving strategies.
Tax Optimization
Smart tax strategies to maximize your financial security and minimize liabilities.
Holistic Financial Planning
Comprehensive, tailored financial planning for all aspects of wealth management.
Business Planning
Strategic solutions to protect, grow, and transition business assets seamlessly.
