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Home      Our Affluent and High Net-Worth Clients
You will benefit from our services if the following factors were instrumental in your success
  • Hard work
  • Education
  • Smart investing
  • Frugality
  • Taking risk
  • Luck
  • Being in the right place at the right time
  • Decisions made by a financial life planner
  • Inheritance
  • Running own business
Our high net-worth clients tend to use our services to handle: 
  • Paying for children and grandchildren's education
  • Rolling over retirement accounts
  • Dealing with finances in retirement
  • The exercise of options or the sale of restricted stock
  • The handling of inheritance or large gifts
  • The handling of disability with specialized or institutional health care
  • Setting up trusts or trust accounts
  • Receiving a lump sum retirement distribution
  • The loss of a job or being forced to take early retirement
  • Changes in marital status
  • The start of a business or partnership
  • The sale of a business or partnership