clients

Who is working with us?

Our clients are a community of just 100 successful individuals and families who want expert advice to plan, grow and protect their wealth – and their wellbeing.

We focus on serving legal professionals, executives and entrepreneurs with a minimum investment of $1 million.

Our clients have a few important things in common: they value our guidance and know that it comes with empathy and occasionally some “tough love”; they care about creating certainty for themselves and their family; and they genuinely wish to engage in a long-term advisory relationship.

And that’s important because we seek to build relationships to last. We want happy clients who are on track to achieve their most important financial goals.