Our clients
Multi-Generation Families
Families managing shared capital, governance, and decision-making across generations. Complexity increases when financial choices affect control, taxes, and family dynamics over time.
Business owners
Owners whose personal balance sheet, liquidity, and control are tied to a privately held company. Risk concentrates when business and personal decisions are made in isolation.
C-suite executives
Executives navigating concentrated equity, deferred compensation, and regulatory constraints. Poor sequencing can turn compensation decisions into long-term limitations.
Athletes and Entertainers
Individuals with uneven income patterns and compressed earning windows. Financial decisions must account for volatility, career length, and long-term sustainability.
Regulated Financial professionals
Professionals subject to trading restrictions, compliance oversight, and conflicts of interest. Independence and structure matter more when personal discretion is limited.
Global Families
Families with assets, income, or residency across multiple jurisdictions. Structural mistakes compound when tax, legal, and reporting regimes overlap.