The people we support are an impressive group. They’re families, executives, entrepreneurs, artists, attorneys, academics, people going through major life transitions.
Our clients possess significant wealth, and with it higher-than-desired complexity in their lives. They want to simplify. They’re looking for a personal relationship, and the warmth and trust that come with it.
Much of the work we do is for families. Working across generations is a special challenge. Handled deftly, it becomes an opportunity to transform wealth into an enduring family legacy.
The mechanics of preserving and transferring wealth — whether to heirs or charities — requires specialized knowledge of investment strategies and tax intricacies. Often, however, the most delicate dimension is intra-family communication.
We help families:
Gain clear understandingof the immediate and long-term implications of financial decisions.
Weigh the potentialpositive and negative impact on their children of inheriting wealth.
Set children upto thrive as engaged, successful adults, independent of family wealth.
Facilitate financial literacyfor all generations, including setting and managing expectations.
Use philanthropyas an opportunity to improve communication, reinforce family values and create harmony across generations.
Leave a powerful legacyinstead of a burden, while supporting deeply held family values.
