Clients we serve often are referred to us when they are dealing with transitions such as retirement, inheritance, the sale of a business, or marital changes such as divorce.

Transitions often bring a renewed awareness that although having money might solve some problems, it brings with it a new set of decisions and challenges.

Examples of our clients include:

A Corporate Executive who is preparing for retirement. He needs advice regarding his stock options , benefit elections and both qualified and non-qualified. He needs to make decisions within the context of a comprehensive financial plan, which he has been too busy previously to develop. He also needs help organizing and managing investments, as well as developing a multi-generational family wealth management plan.

A Business Owner who has built a substantial business but needs help creating and managing liquidity, as well as developing a succession plan or exit strategy. Long-term solutions to these issues might include estate planning, family wealth management, and trust management.

The Trustee of a Family Trust who needs help with investment management, principal and income reporting, distribution decisions, as well as education of other family members in trust and wealth management issues.

Other Individuals in Transition, such as a recently divorced spouse with substantial wealth and who needs trustworthy independent advice about investment management, as well as financial and estate planning.