WHOM WE SERVE
ENTREPRENEURS
ENTREPRENEURS
Private company owners have a unique set of needs and circumstances. Their balance sheets tend to be dominated by the equity value of their company, or companies. They often own the real estate in which their company operates. And the company provides all the income for the owner’s family...
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MULTI-GENERATIONAL FAMILIES
MULTI-GENERATIONAL FAMILIES
Most of our families think in terms of family wealth, wealth that is built to last for multiple generations. Many of our clients create, oversee or benefit from trusts that are designed to perpetuate assets over time. These families confront a challenging array of issues...
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EXECUTIVES
EXECUTIVES
Executives, particularly those at publicly traded companies, have a distinct path to wealth creation that must be managed over time. The path is often well defined but as an executive’s career progresses, there are a number of questions that should be addressed...
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RETIREES
RETIREES
Each of us spends a lifetime accumulating assets with the eventual objective of transitioning from earned income to income generated from the accumulated assets. This process can be different depending upon one’s path but as we think about and ultimately approach retirement many of the issues are the same...
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INDIVIDUALS IN TRANSITION
INDIVIDUALS IN TRANSITION
Transitions in life, such as a death of a spouse or loved one, or a marriage that has ended in divorce, can bring on over-whelming uncertainty and stress. With many of our families, one spouse often plays a leading role in financial matters. What happens when that person is no longer there?...
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PROFESSIONALS
PROFESIONALS
Doctors, dentists, lawyers, all professionals are extremely busy. They work long hours and have active family and personal lives. They receive meaningful compensation for their work, both in taxable income and tax-deferred compensation....
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REAL ESTATE INVESTORS/ DEVELOPERS
REAL ESTATE INVESTORS/ DEVELOPERS
Real estate investors are a unique client and confront a different set of issues. Their wealth is often concentrated in a single asset class. For years, the real estate investor has had significant debt so, even as the balance sheet grows in value, meaningful risks abound...
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