Experience Makes all the difference
We are our clients’ conduits to the vast and varied resources of one of the world’s largest and best capitalized investment firms. We specialize in active listening; it’s how we ensure that our thoughtful advice stays centered on what matters most to our clients. We help simplify the options that are available across the sprectrum of concentrated stock ownership considerations, estate planning, tax minimization strategies, diversification and tailored lending. We call upon our decades of experience and expertise, with both pre-and post-IPO companies and M&A, to devise carefully crafted solutions to meet each of our clients’ unique needs.