High-Net-Worth Investing

Tailored plans for high earners.

It’s not uncommon for our high-net-worth clients to have unique circumstances that need to be taken into consideration when making financial decisions. Our dedicated team of experts specializes in handling diverse and complex situations. Having a holistic picture of your finances gives our team the unique ability to coordinate with your expanded team—attorneys, accountants, and more—keeping everyone in your life aligned, following the same plan, and moving towards the same goals.    

No matter what life brings to you and what you bring to our table, we can create a financial plan tailored to your needs and help you achieve your goals in both business and life.  

Our expert advisors can help you: 

Analyze and make strategic decisions based on your complete risk profile in all aspects of your financial life.
Manage unique investment opportunities and philanthropic interests.
Create multigenerational legacy and estate plans.
Take advantage of tax minimization strategies and opportunities.

Learn how to make complex planning simple 

Examining Donor-Advised Funds

Making it Easy to Make a Difference    Americans donate billions to charity annually. If you give to charity, you need to know about one of the best tools to facilitate generosity: Donor-Advised Funds (DAFs).    DAFs date from the 1930s but did not become popular...

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A Guide to Advanced Philanthropy – Private Foundations

Overview    For many affluent individuals, occasional gifts to a favorite charity may satisfy their charitable inclinations. The added incentive of an often substantial tax deduction, coupled with various estate planning benefits, is sometimes the driving force behind...

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A Menu of Trust Options

A trust is an instrument set up to hold the property of an individual, often called the grantor, for one or more designated beneficiaries. The following glossary provides a brief description of various types of trusts.     Because trusts are complex, it is...

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