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WHAT WE DO

Your time is valuable.

That’s why we work with a select circle of clients and their families, focusing the time, attention and expertise of our team on each client’s financial priorities. Over the years, this level of focus has led us to develop a unique set of services and capabilities for executives, business owners and families.

 
FOR CORPORATE EXECUTIVES

Specialized Guidance for Corporate Executives and Business Owners

If you’re a stakeholder in a business or corporation, your wealth is structured differently. Major decisions come with a wide range of financial considerations and, often, limited time to sort through them.

Our focus is to enable strong, efficient decision-making by leveraging a network of professionals, and working with a core team that is experienced in the complexities of building and managing wealth through a business or corporation.

We work with corporate executives to provide:

  • Specialized income plans that incorporate executive retirement plans, deferred compensation and restricted stock
  • Guidance to manage your group benefits plans in a manner that aligns with your overall financial plans
  • 10b5-1 plans and other strategies to manage your company stock effectively
  • Cash flow analysis and management, with tax-efficiency strategies

We work with business owners to provide:

  • Central advisory relationship to craft individualized wealth strategies, aligned through your custom wealth plan
  • A network of professionals and resources to implement strategies like key person insurance or business succession plans
  • Financial guidance for physicians and other incorporated professionals
  • Business legacy strategies
 
FOR MULTIGENERATIONAL FAMILIES

Comprehensive Family Wealth Management

Family wealth is about much more than a will or estate strategy; it’s about building and executing a dynamic, living plan that is as relevant for the next generation as it is for the first.

Our team develops a comprehensive understanding of your family’s goals, needs and concerns, by facilitating family discussions with you, your spouse, and members of the rising generations that are integral to your legacy and the values behind it. We then apply that understanding to create a Family Wealth Plan, which is designed to help you make thoughtful decisions about the immediate needs and long-term legacy of your family’s wealth.

We work with you to answer questions like:

  • How will my children manage their inheritance?
  • What happens to the business if I’m no longer able to run it?
  • How do I transfer a portion of my estate now, to help my children or grandchildren with education costs?
  • How do I account for factors I can’t control, like changing family dynamics or new tax laws?

Our approach to family wealth management entails:

  • Guidance, resources and family wealth discussions with the next generation
  • Working with your estate lawyer, accountant and other professionals to design and implement your Family Wealth Plan
  • Designing wealth transfer strategies including family trusts, insurance policies and tax mitigation tactics
  • Implementing charitable giving plans as part of your living legacy and estate plan
 
FOR PRE-RETIREES AND RETIREES

A Proactive Approach to Retirement Wealth

The transition from your professional life to your retirement life, and everything that entails, requires continued guidance. Our approach is to design a roadmap that we continuously navigate with you as you live your retirement life, adapt to change and define new goals.

With decades of experience guiding families from professional life to retirement, our team provides step by step clarity around life in retirement, whether that means pursuing new business opportunities, beginning a post-work lifestyle or allocating your time and resources to new interests.

Our proactive retirement planning approach includes:

  • Discovery process to translate your ambitions into concrete goals
  • Guidance to align your lifestyle needs with cash flow management strategies
  • Insurance, tax and investment strategies to help pursue retirement goals efficiently
  • Technology tools for retirement projections, and to help maintain a clear financial picture
  • Processes for continuous monitoring, to help ensure you stay on track
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