Big Firm Resources with Boutique Firm Benefits
Servant leadership and transparency is our promise in helping to guide you in every step of your financial planning needs, desires, and complexities.
Investment Management
This isn’t cookie-cutter portfolio management. It’s craftsmanship.
Our bond experts build it one piece at a time. Our equity analysts don’t chase trends — they build conviction.
We lean on ETFs, not layers of hidden mutual-fund fees, because your performance shouldn’t be buried under someone else’s costs.
The result? Portfolios built with intellect and intention — designed to endure.
Exit & Succession planning
For business owners, this isn’t theory — it’s life’s biggest transition.
We’ve helped founders navigate it more times than we can count, and we know every exit is different. Whether it’s your first or your fifth, our job is to see around corners, simplify the noise, and get you to the other side with clarity and control.
The biggest mistake we see? Waiting too long.
If you’re within five to seven years of stepping back, the time to plan is now — not when the deal’s on the table.
Our advice is conflict-free and agenda-free. We’re compensated the same whether you sell to a third party, hand the reins to family, or launch an ESOP. That independence keeps the spotlight exactly where it belongs — on you, your goals, and the legacy you’re building.
Philanthropy & legacy planning
When you’ve reached a certain level of success, giving back isn’t an afterthought — it’s part of who you are.
We help you define the kind of impact you want to make, then design a strategy that amplifies it — one that’s as intentional as the wealth that made it possible.
Our Philanthropy Strategy team collaborates directly with your estate planner and tax specialists, so every decision is aligned — emotionally and financially. The goal: to give in a way that feels right, makes a difference, and makes sense.
Private Wealth Planning
Once your net worth crosses $5 million, “investment management” alone isn’t enough. You need orchestration — not silos.
That’s where our Private Wealth platform steps in.
It’s our concierge-level approach for families who want every part of their financial life working together — investments, tax, estate, and philanthropy — all under one roof, with experts who actually talk to each other.
We keep it transparent, personal, and built for the long haul. The goal is simple: to help you grow, protect, and pass on wealth that means something — not just money, but legacy.
Ultra High Net Worth Individuals & Families
Private Investments
Access to bespoke and off market investment opportunities for our clients in excess of $50M.
Private Banking
Banking & lending solutions available for your private wealth needs.
Trust Services
Full trustee services to include your delegation or Management of Trust Assets.
Family Governance
A guide to establish clear structures, values & decision-making processes to ensure harmony across generations.
Risk Management
Add your pricing strategy. Be sure to include important details like value, length of service, and why it’s unique.
Liquidity & Exit Planning
Guidance & expertise on growing your business, selling your business, or access to financing for a new venture.
Who Are Our Services For?
Business Owners
Businesses are created to provide income for you and your family and to maximize the value of the business itself.
Liquidating that equity and managing the expectations of the next generation are conversations that our clients look to us for help with.
Professional Athletes
Athletes are some of the most disciplined people in society. Structure is important to your success. Trusting others for guidance is another commonality of athletes.
Learning how to trust yourself, improve your knowledge, and align your priorities with your wealth are conversations that our clients look to us for help with.
Individuals & Families
Building retirement assets, understanding taxes, minimizing risks, and focusing on legacy and philanthropic strategies are common conversations we lead our clients through.
Most important, we help our clients to understand their own personal motivators and fears so we can help to unlock restrictive financial cycles.
