Areas of Focus and Expertise

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TYPES OF ORGANIZATIONS

  • Registered Investment Advisory Firms (RIAs)
    • Typically with client’s whose net worth exceed $5M
  • Multi Family Offices
  • Single Family Offices
  • Bank’s Trust & Wealth Management Departments
  • Business Managers
  • Institutional Investment Management Consulting Firms
  • Tax Firms with Private Wealth Divisions
  • Estate Planning Law Firms with Private Wealth Divisions

TYPES OF PROFESSIONALS

  • Wealth Management Executives
  • Investment Professionals
  • Wealth Managers and Wealth Planners
  • Business Development Professionals
  • Relationship Management Professionals
  • Tax Planning Professionals
  • Estate Planning Professionals
  • Philanthropic Professionals
  • Client Associates