We find that our clients, while being unique and each having their own personas, seem to fit in one of a few categories:
ESTABLISHED WEALTH
You already have wealth. Either through your own hard efforts or through inheritance received via trusts or bequests long ago.
Entrepreneurs
Trustees
Beneficiaries
Foundations and Endowments
SUDDEN WEALTH
A family member has suddenly passed and left you with a financial legacy.
Widows, Widowers
New Beneficiaries
Foundations & Endowments receiving a recent bequest
EMERGING WEALTH
You have started to accumulate some wealth, but there’s more to come.
Young entrepreneurs
Young professionals
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