Entrepreneurs & Business Owners
We understand the unique needs of entrepreneurs because we are business owners ourselves. Your business is your life’s work. Whether you are thinking about selling your company, going IPO, or retiring, it is important to have experienced advisors guide you through every stage of ownership.
High-Net-Worth Individuals & Families
We help piece together the financial puzzle that is your life. There are many significant financial stages in life, ranging from accumulating wealth to figuring out how to spend it. Our customized financial plans are created to meet the unique needs of individuals and families.
Life-Changing Liquidity Events: IPO, Sale of Business, Inheritance
A liquidity event often invokes feelings of excitement and exuberance, as well as fear and uncertainty. We often find that those individuals coming into new wealth may suddenly find a series of new choices and decisions that have to be made. Given the complexities of your equity compensation, taxes and estate planning, we will help you create a strategy to fully capitalize on the opportunities related to the liquidity event.
