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For those who’ve bet it all

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Our clients

We work with a select group of clients who own significant, complex assets and concentrated business positions and professionally managed liquid assets. Because we are so selective, our team is a true partner, providing a level of detail and care you can't find anywhere else.

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Our Clients are Families

We understand the complicated dynamics of a family business, particularly with ultra-high net-worth families. Succession across generations must be intentional and long-term. We think in terms of generations and work closely with each member of the family to create lasting relationships and lasting value.

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Our clients own large, unique business assets

From real estate holdings, to ownership stakes in companies, our clients have more than simply cash. They have a legacy, families, employees, businesses, and more. They have a need for careful stewardship of their assets because so many depend on them. 

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Our clients require specialized attention

Due to the complexity of their assets, our clients need the attention and skill of specialists who have a deep understanding of business, trusts and family continuity. A “one size fits all” approach does not work for our clients. Instead, we take a specialized approach to each client’s unique challenges and needs.

Find out more

Our only agenda is attending to yours

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