Our Clients
We have traditionally served a diverse group of high-net-worth and complex families. We work with high-earners, entrepreneurs and others that are still accumulating wealth who can benefit from deep guidance and stewardship across their financial world. As a result, we serve clients from varying walks of life and with competing levels of complexity.
If you meet at least one of the following, we may be a good fit to work together:
You anticipate an annual household income over $350,000 per year.
You have (or will have) investable funds in excess of $750,000.
You have (or will have) equity compensation through your employment (Stock Options, Restricted Stock, Restricted Stock Units, Employee Stock Purchase Plans, etc.) and face tax and concentration risk considerations. Your equity compensation may be pre or post IPO.
You have (or will have) complex or significant family wealth requiring legacy, wealth transfer, and tax planning.
In the end, we focus on clients that have complexity, are in need of fresh and thoughtful solutions, and are seeking and willing to accept guidance, advice, and management concerning their wealth and financial planning. If this sounds like you, and you are looking for a dedicated advisory relationship that is a process, and not a product, we could be a fit for your needs. In this case, we’d love to have a conversation to see if we may be able to help and build a lasting relationship as your trusted advisor.
Specialty Groups
The below focus areas are ones in which we have particularly distinct experience managing wealth that requires unique understanding. Please select a specialty focus to learn more.
Business owners & Startups
We have the skill and experience to serve your wealth advisory and many business consulting needs. From founding to succession we assist business owners on designing and executing strategies for business & personal wealth.
equity compensation
Fortune 500 or private startup. We understand the financial and tax complexities of company stock and benefit plans for executives, managers and other key employees. We have experience managing equity and concentrated positions.
sudden wealth
Suddenly being faced with new wealth can result from many sources. Following the wealth event(s), a new sense of responsibility emerges. We are here to help guide you forward.
family wealth planning & trusts
Our experience as both high-net-worth wealth and tax advisors has afforded us unique insight on how to efficiently manage wealth over generations. We effectively structure wealth and manage the important family dynamic surrounding wealth.
urban professionals
Urban professionals and their families face unique and competing priorities. Whether finance, medicine, tech or law we are urban professionals and know your challenges.