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