We are a unique wealth management firm that specializes in working with wealthy families who are acutely concerned with the intergenerational preservation and transfer of wealth.

We're unique not only because our firm has access to the world's finest institutional money managers... we also - through our tax planning and preparation division - deeply understand... in real time... the tax implications of the wealth management our clients make.

The Generalist Wealth Management firm such as the typical Certified Financial Planner or Financial Advisor simply does not have the specialization required to know about (let alone optimize) the synergies that exist when there is a full and complete understanding of both investments and taxes.

We strongly believe in the coordination of our client's experts. We also believe every one of our clients deserves a financial keystone (our firm) who can bring your family... CPA and your estate planning attorney to the table at one time. Furthermore... we prepare your professionals for such meetings so crucial decisions are made at the table allowing you and your family to leave the meetings with clarity and confidence in your plans.

After-Tax Wealth Management

Org chart

Teams

Offices