Wealth Management Focus Areas for High-Net-Worth Individuals, Families, and Business Owners
Our focus areas represent the core disciplines of wealth management required when complexity increases. We work with high-net-worth and ultra-high-net-worth individuals, families, and business owners across the United States who are navigating pivotal financial moments — liquidity events, generational planning, tax complexity, and the stewardship of meaningful wealth.
Each focus area is integrated, intentional, and designed to support long-term clarity, confidence, and alignment; not just financial outcomes.
Estate & Legacy Planning
Estate and legacy planning is not simply about documents or asset transfer. It is about ensuring that wealth serves its intended purpose across generations; financially, relationally, and philosophically.
We help high-net-worth families design estate and legacy strategies that align capital with values, governance, and long-term stewardship. This includes coordinating estate structures, beneficiary design, charitable intent, and family decision-making frameworks alongside investment and tax considerations.
Our approach emphasizes continuity, communication, and intentional design — helping families prepare not just for wealth transfer, but for what comes next.
Liquidity Events & Exit Planning
Liquidity events are among the most complex and emotionally charged moments in a client’s financial life. Whether driven by a business sale, equity compensation, inheritance, or other concentrated wealth event, these moments require planning well before (and long after) capital is realized.
We work with founders, executives, and business owners nationwide to plan for liquidity events with intention. This includes pre-exit strategy, concentration risk management, post-exit portfolio construction, tax coordination, and life planning following a transition.
Our role is to help clients move from a single defining asset to a durable, diversified, and purpose-aligned wealth strategy.
Private Capital & Alternative Investments
As wealth grows, public markets alone often become insufficient for diversification, control, and long-term opportunity. Private capital and alternative investments can play a meaningful role, when used thoughtfully and in context.
We evaluate private investments, alternatives, and non-traditional assets as part of an integrated wealth strategy; considering liquidity needs, risk tolerance, time horizon, and overall portfolio construction. Our focus is not on product access, but on alignment: how private capital fits within a broader plan designed to preserve, grow, and steward wealth responsibly.
This approach supports long-term resilience while avoiding unnecessary complexity or misalignment.
Tax Strategy
Tax strategy is not a standalone service. It is a lens through which every major wealth decision should be viewed. For high-net-worth individuals and families, after-tax outcomes matter far more than nominal returns.
We incorporate tax-aware planning into investment decisions, liquidity events, estate structures, charitable strategies, and cash-flow planning. Working alongside clients’ tax professionals, we help ensure that planning decisions are coordinated, forward-looking, and responsive to changing circumstances.
The goal is not tax minimization in isolation, but intelligent integration; supporting long-term wealth with clarity and intention.
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
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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.
