FINANCIAL SERVICES DIVISION
PERSONAl plANNING
A careful understanding of each client’s life objectives is integral to our process. We want to know what is important to you and your family so that we can help you reach your objectives from your perspective; from a place of empathy. Your goals are our goals, and we are expert at helping you reach them.
business & estate
Successful people frequently face challenges synchronizing business interests with their personal estate planning goals. Balancing issues such as tax mitigation, succession planning and family dynamics is a challenging task. We have many decades of experience in navigating these issues and guiding families into safe and lucrative harbors full of opportunity. In collaboration with leading tax and legal firms, we have developed valuable proprietary solutions that simultaneously solve this myriad of planning objectives for our clients.
Financial Engineering
The art of efficiently harvesting value from business and personal assets is our core competency. With our understanding of the interplay between corporate and estate planning entities, leveraged financial products can be engineered to achieve remarkable results. Our firm designs, implements and services powerful financially engineered insured structures that can create value equal to many decades of business and personal asset growth.
Financial Advisory Network
Other than our client list, our advisory network is perhaps our most treasured asset. Through 40 years of evolution, mutual referrals and relationship building, we have established a deep trust-based collaborative synergy with the nation’s leading tax, legal, financial, insurance and banking entities. Our clients are the beneficiaries of these dynamic ongoing relationships, ensuring that cutting edge opportunities are bridled by reciprocal due diligence and experienced based prudence. Our firm mantra is that we recommend only those things which we would ourselves do under the same circumstances. Our industry colleagues know we approach client relationships in that way, which combined with our industry leading capabilities, is what has earned their trust over the years and will continue to grow our relationship in the future.
