Who We Work With

We work with three primary client groups-

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Individuals and families who value what they have achieved, including their financial security and the lifestyle it enables them to lead.

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• Business owners;

• Athletes and Celebrities;

• Multi-generational families;

• Non-financial spouses who have lost their partner

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Organizations

• Family businesses

• Family Offices

• Nonprofits and foundations

• Professional practices

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Attorneys and Law Firms

• In-House Counsel

• External Counsel

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