Personalized Solutions for Individuals and Families

Our goal is to balance your cash-flow needs with your long-term goals, while providing adequate risk controls that best suit your individual risk tolerance. We build a plan that splits assets into two groups: a primary asset group focused on generating cash flow to address your lifestyle goals, and a second, discretionary group that concentrates on creating additional future wealth to offset inflation, address future lifestyle needs and create additional family wealth for eventual transfer to future generations.

We’ll help you to create clear wealth transfer plans that address both your personal values, and the values of your family, ensuring that family members understand the plan, and that appropriate steps are taken to help avoid conflict during the transfer process. Then, together, we help to develop asset protection strategies, estate liquidation strategies and tax avoidance strategies that align with the vision for the future of the family and the management of the family wealth.

From fixed income funds to hedge funds, real estate and private equity opportunities, we select from a broad range of distinct investment strategies to help you meet your financial objectives.

While we do not offer specific legal or tax advice, we do maintain close relationships with select professionals who can offer advice and consulting in a variety of areas including:

• Family and divorce law
• Estate tax law
• Offshore trusts and corporations
• Real estate and contract law
• Forensic accounting