Investments starting above $5,000,000
As your life becomes more complex, so does managing your wealth. You may need a tax strategy for monetizing the business you built, a plan for passing on the benefits of your wealth, or perhaps your financial advisor is retiring. Whatever your short and long-term goals are, your dedicated team of Financial Planners and Investment Managers will work directly with you to solve your most challenging scenarios, taking a more in-depth and proactive approach to tax planning, retirement analysis, estate planning, charitable giving, and private investments. We partner with your accountants, attorneys, and other advisors to make living your financial life more relaxing. You, your loved ones, and your community can enjoy the benefits of your success with our comprehensive Legacy service not only today, but tomorrow.