A Total Wealth Solution
We’re equipped to help with all aspects of your wealth—from strategy to implementation and everything in between. Every wealth picture is different. Whether you are a business owner, athlete, entertainer, executive, or beneficiary of an established legacy—we have the resources, knowledge, and experience to provide a tailored experience and the highest standard of advice and service.
- WEALTH PLANNING: Perhaps you’re experiencing family changes or looking to make a major purchase? Maybe you’re looking to fund a child’s or grandchild’s education? Or you may be worried about your assets being over-concentrated in your family business or real estate? Our holistic approach ensures your financial decisions aren’t made in a vacuum; rather, they are centered around a clear understanding of how they impact other goals.
- LIQUIDITY & LENDING: Wealth and liquidity don’t always go hand in hand. We can help identify customized strategies designed to optimize cash flow and income, maximize tax efficiencies, and address purchase needs. Whether that is simply leveraging your investment portfolio as collateral, obtaining residential or commercial real estate loans, or accessing unsecured lending, we can offer lending solutions designed to meet your unique needs.
- ASSET PROTECTION: Managing risk isn’t just a portfolio concern. It’s about protecting your family’s lifestyle, your assets, and your legacy. You worked hard to build your wealth—let us work with you to structure your plan in a way that your wealth is designed to not only be preserved, but able to create a lasting legacy for generations to come.
- RETIREMENT INCOME PLANNING: Not only can we help you explore ways to bolster your annual tax-deferred retirement savings, we’ll also help you put a plan in place with the intent to tax-efficiently generate retirement income, and leverage any assets not needed to maintain your lifestyle in a strategic way.
- TAX PLANNING: Along with tax-efficient investing and planning strategies, we can work with you to explore a variety of tax mitigation strategies to consider when gifting to heirs or charities, as well as across real estate exchanges, concentrated equity exposure, and tax-aware investment strategies.
- EXECUTIVE SERVICES: Draw on our extensive executive compensation knowledge to help navigate the regulatory complexities of trading company stock, optimize your stock and stock option awards, and protect against becoming over-concentrated in your holdings.
- ESTATE PLANNING: What do you want your legacy to be? How can you ensure your wealth has a transformative impact on the people and charities you want to benefit from it? From the establishment of dynasty and charitable trusts to providing estate settlement and trust administration, we can help you put together a comprehensive wealth transition plan that establishes and works to protect your lasting legacy.
- PHILANTHROPY: Whether setting up a family foundation, donor advised fund, charitable trust, or other gifting strategy, let us show you how to maximize your impact and generate more personal fulfillment from your charitable efforts.
- PORTFOLIO CONSTRUCTION MANAGEMENT: Significant wealth often requires more sophisticated solutions. Along with traditional equity and fixed income portfolio construction and management, we can offer access to individualized separately managed accounts and a wide range of tax-managed solutions. We also provide an extensive menu of alternative investments across various hedge fund, private equity, and private credit strategies to complement your asset allocation.
We believe that decisions made for your investment portfolio, and your financial picture as a whole, should be anchored by your long-term financial plan. We offer both brokerage and advisory based relationships, and may recommend one or the other, or a combination of both types of accounts, based on your needs. Through our comprehensive advisory services, we provide a fiduciary duty of care: employing well-defined investment strategies; providing ongoing management of your investment portfolio; and reviewing (and periodically adjusting) your plan and investments to address and align with any changes over time.
SPECIALIZED CAPABILITIES TO SERVE YOU AND YOUR BUSINESS
If you own a business, we can assist in synchronizing your personal and business wealth, and leverage tools to put plans in place designed to protect your business and family wealth—even from the unexpected.
• Private Placements
• Capital Structure Optimization
• Strategic Planning
Business Acquisitions, Mergers, and Sales
• Exclusive Sales
• Acquisition Advisory
• Exit & Transaction Planning
Cash Management Solutions