Who We Work With
We work with three primary client groups-
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;
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Athletes and Celebrities;
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Multi-generational families;
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Non-financial spouses who have lost their partner
Organizations
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Family businesses
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Family Offices
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Nonprofits and foundations
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Professional practices
Attorneys and Law Firms
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In-House Counsel
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External Counsel