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.

  • Business owners;

  • Athletes and Celebrities;

  • Multi-generational families;

  • Non-financial spouses who have lost their partner




  • Family businesses

  • Family Offices

  • Nonprofits and foundations

  • Professional practices

Attorneys and Law Firms

  • In-House Counsel

  • External Counsel