Guiding
A financial concierge mentality and capability that goes well beyond investing and planning.
1
Legal
Our network of professional resources includes some of the finest and very most experienced practitioners in all aspects of legal services, from business transactional work, to family law, to intellectual property, to litigation, to real estate, to employment and labor.
2
Risk
Financial advisors put their clients at peril when they view risk management as merely an asset allocation. Our in-house Risk team provides consultation and tailored recommendations to address the financial risks posed by premature death, wealth erosion due to estate taxes, disability, longevity, significant end-of-life medical expenses, and more. We maintain close relationships with professional property and casualty specialists as well as a strategic referral network for health insurance needs. Our strong affiliations and capabilities in every facet of risk management are, in our opinion, true differentiators.
3
Lifestyle
Beyond the core functions related to a client’s portfolio, risk protections, and tax and legal needs, value-added services and capabilities integral to lifestyle are constantly being added to our menu, then enhanced and optimized. Elder care options, private air and yacht charter services, college preparation, travel planning, and comprehensive personal bookkeeping are just a few of the in-sourced or outsourced lifestyle services we offer.