In many of our client relationships, we serve multiple generations within an extended family, including using trusts where appropriate for younger members. We work exclusively with individuals, couples and their families, but a significant proportion of our clients own businesses or serve as business executives, and we have the expertise to seamlessly meld their business interests with their personal planning.

Our clients typically have a net worth of $2 million or more. We do make exceptions, however, when there is an unusually good fit on both sides. Our clients are nice people who are enjoyable to spend time with. They have family and other relationships that are important to them. They value the opinions of advisors who truly are experts. They choose to delegate financial planning and asset management to us, so they can spend more time with family and engaging in their personal and professional interests.