Client Profiles

Our clients include a wide cross-section of the wealthy. Current business owners. Former business owners. Executives. Hedge Fund Managers. Professional Athletes. Art collectors. Real estate investors. Learn more about how we help individuals and families every day.

Business Transition: Stan's story

Stan built one of the most successful drywall companies in the region. However, he needed to accept the fact that those for whom he built his business were the last people who should run it. See how one family dealt with tough decisions in its family business.

Family Goals: Michael and Pat's story

Michael had all the answers when it came to money and business. But when it came to his own wealth, he had no idea if he and Pat had enough. Learn how they developed a framework that helps them make educated decisions.  

Family Legacy: Rebecca’s story

Rebecca had to come to terms with the best way to give to her sons without risking what she had worked so hard to achieve, and without adding to the rift that was growing between them. Explore her concerns about sharing her wealth with her children.      

Philanthropy: Barbara’s story

Barbara was not surprised that she had reached a point where she felt it was time to give something back. The big surprise was how much she was ready to give of herself. Read how Barbara's plan utilized both her passion and talents.