Who We Serve

As a wealth planning and consulting firm, we work with affluent, multi-generational families, family offices and their advisors to fully integrate wealth transfer, business succession and philanthropic planning.

Our Wealth Integration Solution™ begins by helping you clarify your goals, clearly defining what matters to you and identifying your family legacy.

Guided by your Unique Wealth Philosophy™, we coordinate with your advisors as we chart and navigate your plan.

We do not replace the professional advisors you know and trust, such as your personal attorney, corporate attorney, CPA or investment advisor. We integrate your advisors to develop a comprehensive plan that addresses the issues of importance to you and your family.