Working With Us
While our clients come from many backgrounds, there are several commonalities we see in our most successful relationships:
Key Traits
-
Are interested in building and maintaining wealth
-
Are successful in their building and personal lives
-
Willing to follow a disciplined and pension-like approach to managing and protecting their wealth
-
Are conservative investors
-
See us as the main counsel for their business and/or personal and family's wealth
How We Help...
Senior Corporate Executives
-
Risk reduction strategies that are structured to meet the needs of high net worth clients with concentrated equity exposure
-
Integration of complex compensation, retirement, tax structures
-
Delegation of investment and financial management processes
-
Advising of termination/severance issues
Accomplished Junior Professionals
-
Guidance and coaching of multiple financial, personal and career priorities
-
Develop habits and techniques for building wealth
Business Owners and Incorporated Professionals
-
Integration of business and personal financial structures
-
Identify issues and solutions for estate planning, wealth protection and tax minimizatio
-
Implement effective business succession plans
-
Short, medium, and long term cash management solutions
Retirees