Given the many factors that can affect the smooth and successful sale, acquisition or transition of a business, we encourage our clients to work with us well ahead of the event. We have extensive experience working with owners, potential buyers and their families from the initial stages of planning through assessing ownership structures to obtaining financing. Importantly, we help our clients wholly understand the impact that a business transition may have on their personal financial goals. Should your needs require, we will also provide you additional expertise and insight from key specialists in private equity, M&A advisory services, risk management, business succession and estate planning.

Learn more about our resources for entrepreneurs, founders & business owners

Learn more about business transition services

Visit our Business Owner Resilience Center

As advocates and compassionate advisors, we can help you navigate the financial hurdles during the highly stressful challenges of separation, divorce and widowhood. By empowering you with the tools and planning skills to confidently make suitable and sustainable choices, we’ll help you find balance when life simply feels out of control. From health care to insurance planning to retirement and estate planning, our team has the expertise to guide you toward the next phase of your life.

Learn more about women and the path to financial independence

Learn more about restarting your life when your marriage comes to an end

Learn more about life after loss

Refer to our divorce checklist

Refer to our loss of a loved one checklist

We’ve worked with many key business leaders and executives who've had stunning careers and when the time came to move on, they did, but only to embrace new challenges and professional experiences. Through sound planning and goals-based investment management, we’ll work with you to help ensure you can comfortably and dynamically take on life’s second chapter—as successfully as you did the first.

Helping you pursue what matters most

Helping you prepare for your next phase in life

Helping you explore your life goals

We understand the dynamics of family relationships and their impact on financial decision making. That’s why our advice and solutions are based on much more than investments — they are based on people, what matters most to them today and how we can work together to provide for those they love and the causes they care about most in the future. Our goal is to enhance your legacy by helping you protect and preserve your wealth, transition your family wealth holistically beyond just your financial capital and empower you to teach multigenerational financial literacy and self-sufficiency.

Helping you manage and maximize your philanthropic impact

Learn more about our financial education program for children and young adults

Learn more about our financial education program for adults of all ages