Our straightforward advice. Your ever-changing life.

How we examine wealth, risk and your financial goals

We believe clients choose us because we don’t just focus on increasing returns at all costs; our priority is to create a more accurate framework for pursuing your unique goals.

As part of our comprehensive planning process, we look at your big picture and the meaningful objectives you hope to achieve. How do you think about your wealth? How much risk can you tolerate? How do you define the different parts of your wealth within a risk framework?

After we have a deeper understanding of your comfort for risk, we design a truly tailored wealth management plan structured around mitigating risk and that addresses the three critical needs of affluent investors: the need to preserve, maintain and enhance the lifestyle you’ve created. Based on a risk framework that aligns with your goals, we determine an asset allocation strategy for these needs, each with a separate performance benchmark and risk guideline.

Helping you navigate through complex business transitions

Should you sell your business or pass it on? How will a business transition impact your family? Whether you’re going through a complex liquidity event or cashing out of a corporate options program, we can help you with targeted advice for your specific situation.

These decisions are rarely easy ones. That’s why we encourage you to bring us into these conversations as early as possible. We can help you address the full cycle of business transition needs, from early strategic thinking about a life-changing event to managing the complexities of your wealth after the close. Beyond pre- and post-sale planning, we also help you manage through the deeply personal issues associated with exiting the business you created.

Our services include:

• Business transition planning

• Merger and acquisition advisory services

• Risk management

• Estate planning strategies

• Tax mitigation strategies

A thoughtful approach to helping you manage your wealth across generations

As a multigenerational team ourselves, we recognize that managing wealth spanning several generations requires a careful approach. We help you engage in the tough conversations that truly matter: As you think about the uncertainty and stress of a major life change, will you be prepared? What kind of impact do you and your family want to make when planning a legacy?

We have extensive experience managing the dynamics and challenges of multigenerational wealth and will work with you and your family to address wealth transfer, preservation, estate planning, philanthropic pursuits and more. Simply put: Our clients feel confident that we will be here for them and for future generations of their family.