Client List

♦ National Financial Services Firms

♦ Global Investment Banks

♦ Registered Investment Advisors

♦ Boutique Wealth Managers

♦ Trust Companies

♦ Multi-Family Offices

♦ Single Family Offices

Areas of Expertise

♦ Ultra High Net Worth Wealth Advisory

♦ Executive Financial Planning

♦ High Net Worth Income Tax Strategies

♦ Trust and Estate

♦ Investment Advisory

♦ High Net Worth Income Tax Compliance

♦ New Business Officers