Clients

We are flexible and will design the scope and nature of our services to meet your demands.  You may want someone to pay bills, provide record keeping or coordinate investment managers.  You may have an infirm or elderly relative who needs someone to take charge of their affairs.  Perhaps you have become suddenly single and have never addressed financial matters. We can help.

You or your family may have sufficient complexity in your financial life to want substantial help in a wide variety of areas including reporting on all your assets, investment review, tax review and planning, wealth transfer planning, insurance review and more.  In that event, we can serve as a robust and cost effective alternative to your own family office or being part of a multifamily office.

Regardless of scope or whether the work is one-time or ongoing, all advice is personalized, thorough and fiercely independent.

Review the presentation below to see what resonates. 

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