Our Services
Fiduciary Services
By sitting on the advisory table, we facilitates the connection of various elements for clients, fostering a sense of collaboration and openness throughout the process. In addition to catering to affluent families across multiple generations, our services extend to collaborating with business managers, CPAs, attorneys, and trustees who serve as fiduciaries for their clients.
Financial Planning
Effective planning begins by developing a profound recognition and comprehension of the numerous tangible and untangible things that influence the financial status of a family's assets.
Investment Services
We adhere to a philosophy that focuses on achieving consistent growth and delivering absolute returns, regardless of the ever-changing market conditions. To accomplish this, we are dedicated to seeking out exceptional asset management talent across a diverse range of traditional and alternative asset classes.
Liquidity Events
Our comprehensive pre-liquidity and post-liquidity planning services offer a thorough examination of both current and future cash flow requirements, the impact on estates, tactics to minimize tax liabilities, succession planning and education for future generations, as well as considerations for charitable giving.
Entertainment Advisory
Apart from achieving the highest level of success, entertainers and athletes encounter a significant hurdle in their lifetime: the task of assembling a competent advisory team to safeguard their future.
Virtual Family Office
We provide support in tackling the numerous obstacles that families and fiduciaries encounter when entrusted with the responsibility of establishing a virtual family office.