If you have a complex financial life, we can help. A majority of our clients own businesses, have blended families or are going through life changes such as the loss of a spouse or birth of a special-needs child. If you want to protect your business, ensure your charitable legacy is carried out and preserve wealth for future generations, we can help.
Many of our clients are individuals and families with multiple holdings, often in more than one country. They are successful entrepreneurs with multi-generational goals for succession – some want to keep a company in the family and others are preparing for lucrative exit strategies.
We provide a comprehensive approach to estate, financial, business and investment planning. This holistic methodology enables us to orchestrate all of the pieces into a finely calibrated program that ensures titling issues, insurance or any one component of an estate plan will not accidentally overrule another.
We make sure everything works together and coordinate with your personal and business accountants and lawyers to be sure everyone is on the same page. This gives you the confidence that your goals will be met, trust that someone is working in your best interests and assurance that a team is working on your behalf.