Becoming a Client
Our clients have varied goals and we present an holistic approach to providing solutions. Every client relationship is unique. We have a team of advisors and support staff prepared to analyze the client’s needs and circumstances across the financial spectrum offering our clients experience, discipline and trust.
A family’s goals can be multidimensional and this requires professional experience in order to navigate the many issues that families face when making financial and wealth management decisions. It is more than just about money but includes support, lifestyle and legacy. The whole family becomes our client.
For many business owners, the most significant risk they have taken during their lives has been to start or purchase a business. Their personal finances are often deeply connected to their business affairs. As business owners ourselves, we understand the challenges that are involved in creating and maintaining a successful business. Our experience allows us to work with business owners and analyze their opportunities, risks and succession plans. Cash-flow, debt management and company retirement plans are important factors.
Philanthropic and non-profit institutions rely on high fiduciary standards from the financial professionals they work with. We work with institutions to develop, implement and monitor an investment policy that is aligned with their goals and objectives. Our investment selection process is built with any specific considerations that our clients wish to include in their portfolio design. We are also prepared to act as an intermediary for donations and endowments.