Innovative and sophisticated investors in the technology and medical fields who seek to maximize their financial success while staying ahead of the curve in rapidly evolving industries. While possessing the necessary aptitude, their demanding roles often limit their bandwidth in the more advanced areas of finance where we add value and enable them to focus on trailblazing.

Corporate executives and consultants, including the financial and legal sectors, who require guidance that fills the gaps in the more esoteric areas of planning, aligning with their evolving careers and financial landscapes. Our deep familiarity with their unique compliance reporting requirements and investment restrictions, helps them maximize tax efficiency, implement diversification strategies and create personalized executive benefits solutions.

Established firms, small business owners and startup founders who require bespoke financial solutions that integrate their personal and professional finances. Our services, from tax minimization strategies to business succession planning, drive long-term financial success. We provide pre-transaction planning services, including business advisory and capital gains tax strategies, preparing their businesses and families for a successful exit. Our comprehensive tax and estate planning strategies ensure a smooth transition and preserve wealth for future generations.

Professional athletes and entertainers, including their agents and creatives, who possess that rare quality setting them apart in fiercely competitive industries. With an exclusive and unique career trajectory, our clients need a trusted financial coach who understands their industry’s nuances and can help guide them to long-term financial independence.