|
Independent & Innovative Thinking
|
|
We are a highly specialized boutique offering full service solutions to individuals, foundations and corporations.
Our clients are established and successful and have a minimum of $500,000 to invest.
Our offering is diverse and covers all aspects
of our clients’ financial needs with a specific focus on the following
core areas:
|
|
- Major Donor Charitable Giving
|
|
|
We have a deep network of specialists that we work with allowing us
to provide sophisticated solutions that are customized specifically for each of our clients. |
|
We manage our clients’ money with a deep sense of ethics and integrity. We are humble in what we do and give back generously to our community. |
|
