We believe you can manage life changes and transitions to your best advantage. After several decades of entrepreneurial success and capital markets experience, we have built expertise guiding clients through liquidity events. Whether you are considering selling your business, monetizing your corporate stock position, planning your legacy or transitioning to a new phase of your life, our goal is to empower you to make the best financial decisions with confidence and purpose.

While change is often not within your control, by engaging in a holistic approach, you can significantly improve outcomes. Complexity does not hinder our efforts; it simply inspires us to get to the core of an issue so we can deliver uniquely tailored advice and solutions for your wealth, your family and your future. This is what drives us each and every day. As your private wealth advisors, we serve as your most valued and trusted advocates before, during and after a planned, as well as an unplanned, life transition.

• Financial Times Top 400 Advisors, 2013