Clients

Our clients typically have a net worth of $2 million or more and minimum investable assets of $1 million. We do make exceptions, however, when there is an unusually good fit on both sides. We want strong, lifelong relationships with clients who can truly benefit from, understand and appreciate the value of our services.

We work only with individuals, couples and their families. A significant proportion of our clients are widows or otherwise single.

We enjoy spending time discussing with our clients not only their financial situations and goals but their interests, and their personal and professional relationships. If it's important to them, it's important to us. By serving as an expert advisor with deep understanding of our client's lives, we encourage clients to delegate much of the work involved in financial planning and asset management to us, so they can spend more time with their families, in the community, at work and pursuing other interests.