Who We Work With

We build integrated wealth planning solutions to meet your needs now, and for generations to come. Wealth planning questions we address include:

• How do I take a balance sheet approach and make sure my investments are aligned to my goals?

• What is the best approach for managing taxes on my income and my investments?

• How do I build retirement savings while saving for my children’s education?

• What insurance coverage do I need to protect my family and my assets?

• What are the options for setting up a trust to help leave a legacy?

• What is the best approach to fund a vacation home?

• As I approach retirement, how do I transition my assets to prepare to receive income?

Our team of financial and tax planning professionals understand the wealth planning challenges faced by corporate executives. We provide a comprehensive analysis of your overall financial picture and can help you identify and implement the appropriate solutions, services and strategies for your situation.

• How can I optimize the value of my overall compensation and benefits package?

• I need assistance with planning for a future liquidity event.

• How do I integrate my stock options into my overall wealth plan?

• How can I better diversify my restricted or controlled stock positions?

• How do I best plan for my child’s educational expenses?

• Is my insurance and risk management plan appropriate?

• I need help with multigenerational estate planning and trusts.

• I need a professional experienced in liability and liquidity management.

We understand that your personal needs and the needs of your business are often closely intertwined and recognize that your business might be your largest and most important asset. We provide seamless, cost efficient service by taking a “full balance sheet” approach to both your business and personal financial needs. Some of the issues we help entrepreneurs and business owners address include:

• How do I set up a business succession/exit plan for my business?

• How do I ensure my trust and estate is properly set up?

• How can I best position my company for a sale?

• What are my options for efficient tax planning?

• I’d like to get another opinion of my current wealth plan.

• How do I manage my restricted/concentrated equity ownership positions in the company?

• How do I handle the liability management needs for both company and myself?

• Does our company have the capital readiness to support a new merger/acquisition?