Every client is important to us and it is integral that the right fit exists between us. We strive to build long term relationships that can grow over time. An important focus of the practice is working with high net worth clients who are in their prime wealth building years such as physicians, dentists, technology entrepreneurs, entertainers, athletes, business owners and corporate executives. We assist with developing tax efficient and tax savings strategies in addition to comprehensive retirement plans, insurance reviews, and providing access to estate, trust and fiduciary services.
Secondly, we focus on individuals and families who are approaching completion of their wealth building years to help devise a responsible plan to help them enjoy the fruits of their labor. Oftentimes discussions revolve around supplemental income generation, intra-generational family planning and leveraging proper gift and estate strategies to maximize transfers of wealth.