Who We Serve

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