Our Objectives

With our diverse network, we specialize in providing tax-efficient investment advice in the following areas within the two most vital elements of wealth management: Investment Consulting and Advanced Planning.


Investment Consulting:

> Wealth Enhancement

  • Intelligent Retirement Income Planning.
  • Investment strategies to minimize impact of taxes on overall return.
  • Education Planning for maximization of college savings benefits.

> Wealth Protection

  • A Personal Risk Review is performed to establish risk tolerance.
  • Long-term family priorities are carefully considered.
  • An Asset Ownership Plan is established to determine generational wealth structure.

> Wealth Transfer

  • Estate Plan Review - to ensure that the plan has accounted for significant life events.
  • Estate Tax Planning - trusts structured to maximize generational tax implications.
  • Liquidity Planning - trusts structured to maintain liquidity preferences.

> Charitable Planning Strategies

  • Effective methods for tax-efficient gifting.
  • Exploration of Private Foundation strategies for enhanced tax deduction possibilities.

> Asset allocation and portolio optimization

  • Portfolio construction based on a deep understanding of our clients' goals, values and objectives.
  • Investment selections based on thorough in-house due diligence.
  • Tactical Positioning - strive for the highest risk-adjusted returns.

> Concentrated Equity Strategies

  • Pre-IPO/Merger Planning for Senior Executives.
  • Selling Stock Under Rule 144 and using 10b5-1 Trading Plans.
  • Hedging and Monetization Strategies.

> Investment in traditional and alternative asset classes

  • Traditional Asset classes: Equities, Bonds, REITs and Commodities.
  • Alternative Investments: Private Equity and Hedge Funds.