Family Wealth Counseling For Advisors

Who We Serve

Our clients come from a variety of backgrounds, but they all have a desire to preserve and grow their wealth. We know from experience that many clients do not have the time, experience or inclination to handle the complexities that their wealth presents. Instead, they recognize the need for a firm of professionals that can help them make objective and smart decisions about their Wealth, Life and Legacy.  We have identified the following attributes in our ideal clients:

Profile

  • Ultra High Net Worth Clients   
  • 2nd-generation heirs who will receive future inheritances   
  • Entrepreneurs or business owners anticipating a liquidation event   

Client Types

"Wealth Preserver"

  • Wealth Preservation is Priority
  • Values Broad Advisory and Concierge Services
  • Delegator

"Pragmatic Delegator"

  • Seeks Advice, Grants Discretion
  • High Bar for Sophistication and Depth of Advice

"Evolved Consolidator"

  • Consolidates with Few Trust Advisors
  • Strong Views on Investment Management