Your Ideas Built Your Wealth

Planning for your family's future is one of the greatest investments you can make. As your wealth grows, your need for financial and tax expertise and guidance becomes even more critical to ensure the outcomes you desire and expect.

You have a unique set of concerns and objectives relating to your wealth and its impact on family. We understand that. Whether it be financial decisions, income taxes, compensation and benefits, investments, business issues, or estate and succession plans, knowing all of your options and understanding their potential ramifications are essential to the effective management of your financial affairs. We provide the skills and know-how to enable you to make the best decisions possible.

Our Ideas Help You Preserve It

We help individuals and families maximize their wealth and preserve it for future generations. Our professionals have credentials and years of in-depth experience advising high-income and high-net-worth families and family businesses. Our holistic, comprehensive and objective approach considers all aspects of wealth accumulation and its impacts on the individual and the family. For business owners and entrepreneurs, we develop strategies that integrate their personal financial objectives with the needs of the business.

We coordinate with your other advisers and together seek to manage all aspects of your financial and tax affairs. Our range of services includes:
  • Retirement planning and retirement needs analysis
  • Cash flow planning
  • Tax preparation and tax planning
  • Understanding and utilization of compensation and benefit plans
  • Investment management
  • Advising on alternative investments, such as real estate partnerships and hedge funds
  • Business planning and choice of business entity
  • Charitable giving strategies
  • Educational funding
  • Eldercare planning
  • Insurance needs analysis
  • Estate planning and use of trusts and other estate planning vehicles
  • Gift, estate and generation-skipping transfer taxes
  • Representation before tax authorities