Who We Serve
Although there are no hard-and-fast rules, our clients typically have a net worth greater than $2 million, or have relatively complex financial affairs. The majority are current or retired business owners, senior executives, professionals such as doctors and attorneys, and their family members. However, our clients also include artists, closely held companies, and public companies that hire us to provide services to select executives. We have clients in more than 25 states and in several foreign countries. Our senior advisors meet periodically with clients wherever they live and work, and we stay in frequent contact between meetings. We have found that when the working relationship is close, physical distance is no barrier to good service.