Many of our clients are newly wealthy--entrepreneurs, for example, who have established successful companies and now need to diversify, plan for additional taxes, and manage their increasingly complex financial lives. Others have recently inherited significant wealth or expect to do so. A number of our clients have established wealth. They are leaders in such industries as computers, financial services, and manufacturing.

The following scenarios represent situations faced by many of our clients. We offer a wide spectrum of solutions that address even the most complex financial situations.