We specialize in serving high-net-worth families and businesses, developing multi-disciplinary strategies to maximize their ability to reach their goals, minimize their taxes and protect their financial foundations:

• We quarterback our clients’ estate planning attorneys, accountants, business consultants and other trusted advisors to ensure all advisors are working on the same set of goals.
• We work with nationally-recognized tax strategists to turn substantial income tax liabilities into revenue streams.
• We develop true non-correlated asset options, including private placements, life insurance as an asset class, and innovative, AI-assisted equity portfolios.