top of page

Who We Work With

We work with two client groups-

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

  • Business owners

  • Athletes and Celebrities

  • Multi-generational families


Businesses and Organizations

  • Family and private businesses

  • Family Offices

  • Nonprofits and foundations

  • Law firms and other professional practices

bottom of page