Work With Us
Before we engage a new client, we complete stage one of our process to ensure the right fit.
We pursue engagements where we are able to create significant value for our clients, utilize our firm's expertise, and enjoy a long-term relationship based on mutual trust.
Why Business Owners?
We find that as a client’s wealth and complexity exceeds certain thresholds, so does their need for a more advanced and integrated service offering.
Our clients come from different businesses, backgrounds and cultures. The vast majority are self-made entrepreneurs who have a passion for growth and progress. Their best investment is their business, and greatest love is their family.
We Know Business Owners.
We see things from your side of the table. We have been there. And we look to serve you to our best ability every single day.
We're the right team for you if...
You’re thinking about selling, or have just sold, your company
You need to do estate planning
You’re paying too much in investment fees
You’re tired of people selling investments and insurance and are looking for another way
You’re thinking about transferring stock to your children
You have a high level of complexity and need it all brought together in a simple manner
You have multiple advisors that are all doing different things and need someone to bring them all together
Your spouse or children do not have a clear picture of your holistic financial situation and you want to help teach them
You are thinking of hiring someone to manage your financials or set up a family office
You want to ensure that your assets are protected
You hear about all these fancy tax strategies and want to know what makes sense for you
Know someone that might be a good fit?
Refer a business owner.
Our most successful relationships have the following in common:
Value relationships
They are open to professional guidance and advice (coachable)
Business owners
Net worth between $20M – $200M+ (inclusive of your company)
Investment assets $5M - $50M+
Family and community-oriented
Wants integration of their planning and professional advisors
Likes a proactive, process-driven approach to planning